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From Which Setup People Listed on the Sales Team of Opportunity Get Assigned (Doc ID 2742505.1)

Last updated on FEBRUARY 06, 2022

Applies to:

Oracle Sales Foundation - Version 12.1 and later
Information in this document applies to any platform.

Goal

On : 12.1 version, Other Issues

CSM Changed and Not Changing with New opportunity Creation

The CSM (Client Service Manager) can change on a Customer, once this is changed at the Customer Account level, then go to create a new opportunity , the opportunity is listing the Old CSM on it, the new CSM is not listed on New Opportunity. Is there a Concurrent Process or Something that needs to happen to get the new CSM to carry over from Customer to Opportunity to Project?
 

Solution

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In this Document
Goal
Solution


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