You can create a task for a customer only if you’re either a supervisor in a customer team or a manager of a customer. Create tasks for a customer by using a customer task template that's assigned to the customer.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To create customer tasks: |
CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User OR CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
- From the App Launcher, find and select Customer Tasks, and then click New.
- Select a customer name.
- Select a customer task template.
- Enter a description, and then select a priority.
-
Click Create, and then provide these details.
Field Description Task Information Customer Task Name Name of a customer task. Customer Task Template Customer task template that's used to create a customer task. Only the templates that belong to the same sales org as the customer and for which Supervisor or Sales Rep are added as a user role are shown. Customer Customer for whom a task is created. Due Date Due date of a customer task. Phase Phase of a customer task. The options are:
- Initial
- Completed
- Released
- Canceled
Sales Org Sales org of a customer task. Responsible Person responsible for creating a customer task. Priority Priority of a customer task. Accountable Person accountable for a customer task. Classification Classification of the customer task. The options are:
- Inquiry
- Complaint
- Order
- Placement
- Service
- Vehicle
- Time Entry
- Training
- Company
- Private
Asset Asset that's tagged to a customer. Sales org of an asset and the customer must be the same. Description Description Language 1/2/3/4 Description of a customer task in the languages that are configured for the sales org. Notes Note Short editable note that's related to a customer task. - Save your changes.