Adding a prospect plan using the Manage prospect plan process, and including an opportunity with the Expected ask amount of zero, the opportunity does not get added to the plan.

When using the Manage prospect plan process, prospect plans are created and added to constituent records.  In this process, you can add the plan steps and the opportunity details.  If you set the expected ask amount on the opportunity to $0, the plan is created without an opportunity.
The expected ask amount must be greater than $0, or the opportunity does not add to the prospect plan.

Environment

 4.0.138.4

Was this article helpful?