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Retail Execution at Your Fingertips
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            Customer Tasks

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            Customer Tasks

            Sales reps can either review the customer tasks that their supervisor created or create customer tasks during visits. They can see all existing customer tasks in the Customer Task Overview module. For the customer tasks that they create, they can specify a due date for the task and associate a customer to the task. Sales reps can use multiple options to filter their customer task search results and copy customer tasks.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

            Here’s a typical workflow for customer tasks.

            • Sales reps either review customer tasks that their supervisor or head office creates or create customer tasks based on visits. When created, the status of a task is Initial.
            • Next, sales reps assign priorities and due dates to customer tasks. Priority and due date ensure that important customer issues are solved quickly and improve customer satisfaction.
            • Next, sales reps complete customer tasks as part of a visit, and release those tasks. The statuses of these tasks change from Initial to Released.
            • Finally, supervisors can close these tasks. The status of the task changes from Released to Closed.
            Note
            Note A sales rep can cancel a task if the status of the task is Initial. And a supervisor can cancel a task if its status is Released. In both cases, the status to the task changes to Canceled.

            You can edit only the customer tasks that you created. You can’t edit customer tasks that are in either Complete or Canceled state. The edited data is saved automatically.

            The first sync of the day removes a task if a supervisor or admin changes the task status to Closed, Completed, or Canceled in Salesforce. Regular syncs don't update the task status if it's already a final status (Closed, Completed, or Canceled).

            From the Main tab in the Customer Task module, view the details of a task. From the Attachments tab, you can view attachments including images and PDFs that give additional information about a customer task. You can capture an image by using your device, and add it as an attachment. The preview indicator shows the number of available attachments.

            • Create Customer Tasks
              Use the Consumer Good Cloud offline mobile app to create customer tasks during visits. Supervisors can also create tasks for their sales reps to be performed during visits.
            • Release Customer Tasks
              Release a customer task after the task is complete. A supervisor can close a task only if the task is released.
            • Complete Customer Tasks
              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.
             
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