Customer tasks are requests, action items, and issues that a customer reports.
Recording these tasks ensures that the reported issues aren’t missed or overlooked. Resolving
these issues improves your relationship with your customer.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
Customer tasks can either be created by supervisors and assigned to a rep or can be recorded
by reps during customer visits. Multiple user roles such as sales rep, supervisor, and service
manager can work collaboratively on customer tasks on mobile devices. You can create workflows
to set up approval processes for customer tasks.
Customer tasks are always associated to a customer, and aren’t associated to a particular
visit. Customer tasks inherit visibility settings from its related customer.
- Create a Customer Task Template
Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.
