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When choose in the Opportunity Close Dialog a competitor, these competitor doesn't appear in the Competitor in the Opportunity Tab under lost. The issue appears whether the Competitor is changed or just assigned to the Opportunity to the dialogue.



Repro Steps:
1.. Go to sales hub
2. Create new opportunity and Save
3. Add competitor from the form
4. Close the opportunity as lost and change the competitor in the Close Opp dialogue with another
5. Close it
6. Check the competitor which was choose in the Dialogue and the Opportunity record is not associated with the Competitor which was included in the Closing dialogue

Scenario 2:
1.. Go to sales hub
2. Create new opportunity and Save
3.Close the opportunity as lost and assign competitor in the Close Opp dialogue
4.Close it
5. Check the competitor which was choose in the Dialogue and the Opportunity record is not associated with the Competitor which was included in the Closing dialogue



Actual Behavior:

When choosing or changing competitor on opportunity close dialogue, the closed opportunity is not associated with the competitor and the record is not visible under the competitor

Expected Behavior:

We want to be able to add competitor through Opportunity close dialogue and closed opportunity to be associated and visible under the competitor record
STATUS DETAILS
New

Comments

S

Great idea!

Category: Opportunity, Quotes, Orders, Invoices, Products