As a sales rep, you can complete a customer task only if the workflow that's assigned to your task allows you to do so.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To complete customer tasks: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
Depending on the workflow, either you can complete a task after you release it or you can request your supervisor’s approval before you complete a task. It’s also possible that a workflow requires you to only release a task, and your supervisor then closes the task.
- From Customer Tasks Overview, on the left pane, tap a customer task.
- Update the details of the tasks. You can either enter notes or upload images.
- Tap Complete.