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SAP Knowledge Base Article - PreviewSymptom
An opportunity cannot be progressed to the next phase when a mandatory field defined in a playbook step is updated directly in the opportunity header instead of through the playbook recommendation card.
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Environment
- SAP Sales Cloud Version 2
- SAP Sales and Service Cloud Version 2
Product
SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 1.0
Keywords
SAP Sales Cloud Version 2, Guided Selling, Playbook, Opportunity Phase, Mandatory Step, Recommendation Card , KBA , CEC-CRM-PLA , Sales Playbook for SAP Sales/Service Cloud , How To
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