Release a customer task after the task is complete. A supervisor can close a task only
if the task is released.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
| User Permissions Needed |
| To release customer tasks: |
CGCloud Sales User
OR
CGCloud Retail Sales User AND CGCloud Retail User
|
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From Customer Tasks Overview, on the left pane, tap a customer task.
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Update the details of the tasks. You can either enter notes or upload images.
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Tap Release.
