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How can i reorder the Sales Activities (Phase order)

Hi All,

In the Activity Advisor of an opportunity, i understand that they are grouped according to Sales Phase. However, they are ordered wrong.

i.e. Sales Phase #1 should be listed first, then so-on

How do re-order the phases in Activity Advisor? I tried using 'Edit Master Layout - sort by Subject but that only sorts the activities inside each phase

It should be Pursuit, Proposal, Initiate Project - in that order

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4 Answers

  • Best Answer
    Mar 28, 2017 at 04:18 PM

    To me, not being consistent in the ordering (Activity advisor vs dropdown in header), is a defect. I've logged an idea anyway.

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  • Mar 23, 2017 at 06:05 PM

    Hi,

    Sorting is done based on the Sales Phase-Description but not based on the sales phase code.

    Thanks

    Saurabh

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  • Mar 23, 2017 at 07:52 PM

    Hmm that's not flexible - the Sales Phase are in a certain order, based on the code - we need it sorted by that otherwise it looks backwards to our users. I will log a defect for this. thanks.

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  • Mar 24, 2017 at 06:55 PM

    Hello Sandico,

    This is not a defect, but the current standard behavior. Please post your ideas in the Ideas channel :

    https://ideas.sap.com/ct/ct_list.bix?c=SAPCloudforCustomer

    Thanks and Best Regards

    Gabriel Brage

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