Create business process tasks
Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.
Before you begin
Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
Image omitted: list-outline-24.svg
.
.
Navigate to Lead to Cash Process Management > Business Process Tasks.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | Unique ID of the business process task record. |
| Business process record | The sales process record. |
| Parent | \(Optional\) Parent record of the selected object. In this case, another business process task. |
| Priority | The order in which the task should be addressed. The available options are:- 1 - Critical - 2 - High - 3 - Moderate - 4 - Low - 5 - Planning |
| State | State of the task record. The available options are:- Open - Work in Progress - Closed Complete - Closed Incomplete - Closed Skipped |
| Assignment group | User group to assign to the task. |
| Assigned to | The sales process manager to assign to the task. |
| Short description | \(Optional\) A brief description summarizing the task. |
| Work notes | \(Optional\) Records activities by internal users. |
- Select Save.
What to do next
Monitor the business process task from the sales process dashboard. For more information, see Monitoring and tracking sales activities.
Parent Topic:Using Lead-to-Cash Process Management
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