When I create a new Opportunity in Web UI, and click on Assessments,
this particular survey template, is already present there. What settings I need
to do exactly, so that it does not comes there automatically?
I have already checked the determination rule for the questionnaire under:
Sales Methodology ->Questionnaire for Oppor -> Define Determination Criteria for Questionnaires
and also checked under:
Sales Methodology ->Questionnaire for Oppor -> Define Determination for Questionnaires
I guess this is the place where I need to do all the questionnaire settings?
What settings should i do so that this questionaniare/survey does not comes in automatically under Assessments.
Please suggest.
Thanks,
AS
Software/Hardware used:
SAP CRM 7.0
ASKED:
October 20, 2011 4:21 PM
UPDATED:
October 20, 2011 6:09 PM