Add tasks to a quote

Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote.

Before you begin

Role required: sales_manager

Procedure

1. In the CSM Configurable Workspace, navigate to the List view and select Quotes > All.
2. Select the quote that you want to work with and select the Tasks tab.
3. Select New to start a new quote task or select an existing quote task to make changes.
4. Fill in the fields in the Quote Task form.

   Table 1. Quote Task form

   Field	Description
   Number	System-generated number of the quote task.
   Quote	Number of the quote.
   Due date	Date by which the quote task has to be completed.
   Short description	Information about the quote task.
   State	State of the quote task.
   Assigned to	Name of the sales agent to whom the sales manager has assigned this quote task.
   Work notes	Additional information about the quote task.

5. Select Save.
   The quote task is added to the main quote.