CRM On Demand - Administration (MOSC)

MOSC Banner

How to handle Open Tasks when Opportunities are Killed

edited Dec 8, 2017 2:11AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered


Question: When the Sales Stage of an Opportunity is changed to "Killed" or "Closed/Lost", can the associated Tasks get updated so they are not showing behind on your "Open Related Tasks".

What is happening with Sales Reps is that on their Homepage under the "My Open Related Tasks", the Tasks are showing in Red as they are Past the Due Date. This is because the Opportunity has been closed and the Tasks are no longer managed. Is there a way to fix this as it's becoming an annoyance.

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

Instructions for posting

×

1. Select a discussion category from the picklist.


2. Enter a title that clearly identifies the subject of your question.


3. In the body, insert detailed information, including Oracle product and version.


Please abide by the Oracle Community guidelines and refrain from posting any customer or personally identifiable information (PI/CI).


Cloud / Fusion customers - Our Cloud community has moved! Please go to Cloud Customer Connect .


New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center