Sales Tasks allow you to create associate tasks linked to customer sales using the Sales Filter. These tasks will retain links to the customer record and sales receipt.
To create:
- Click Associates > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Sales Tasks at the top, then click the Sales Filter drop-down at the bottom.
- Specify sales criteria in the Sales Filter, then click OK. For example, you could create associate tasks linked to all the sales made last week by a specific associate.
- Click Next. A list of matching sales will be displayed. Check those sales you want associate tasks created for, then click Next.
- Enter the Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- Once complete, the system will display then umber of tasks created. Click Finish to close the wizard.
Example
Tasks for salesperson John Smith to follow up with a thank you on his sales from last week.
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Task Type
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Sales Tasks
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Sales Filter
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Sale Date: Last Week
Sold by: John Smith
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Subject
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Thank you follow up
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Associate
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John Smith
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Category
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Customers
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Require Notes on Completion
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No
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