This chapter provides an overview of sales tasks and discusses how to:
Create and assign sales tasks.
Manage and view tasks.
Add notes and attachments.
A task is any day-to-day activity, such as a meeting or a conference call, that you add to your calendar. You use tasks in many PeopleSoft Enterprise Customer Relationship Management (PeopleSoft CRM) applications.
See Working with Tasks.
A sales task is any day-to-day activity associated with managing a lead or an opportunity. Sales tasks might include making sales calls, attending meetings, or following up on prospects. You can use functionality in the Lead component (RSF_LEAD_ENTRY) and the Opportunity component (RSF_OPPORTUNITY) to manage sales tasks.
This section discusses how to create and assign sales tasks.
Page Name |
Definition Name |
Navigation |
Usage |
RB_TSK_EDIT_GRID |
Sales, Search Leads, Lead - Tasks |
Create and track sales tasks to follow up on a lead, close a sale, or convert a lead to an opportunity. |
|
RB_TSK_EDIT_GRID |
Sales, Search Opportunities, Opportunity - Tasks |
Create and track sales tasks that are needed to follow up on an opportunity and close the sale. |
Access the Lead - Tasks page (Sales, Search Leads, Lead - Tasks) or the Opportunity - Tasks page (Sales, Search Opportunities, Opportunity - Tasks).
Note. The Tasks page appears in both the Lead component and the Opportunity component. While the following example shows the Lead component, the information applies to both leads and opportunities unless otherwise indicated.
Use this page to identify each task that is required to manage the lead or opportunity and close the sale. When a new task is added and saved, the system automatically saves the task to the calendar of the task owner and to the task list.
Sales tasks can be added using one of these methods:
Click the Add Task button to add tasks one by one manually.
Select a template from the Task Group field and click the Add Task Group button to add a set of predefined tasks manually.
Use the Active Analytics Framework (AAF) to populate a set of predefined tasks automatically. AAF policies are delivered to add preset sales tasks to leads and opportunities when the lead status is changed to open or rejected, or when the opportunity sales stage is changed to discover, qualify, or solution.
Tasks are not available for edit if you are not the task owner.
Note. When an opportunity is closed, the entire component becomes read-only except for the Task Summary section, where tasks can still be added or updated.
View |
Filter the tasks that appear in the Task Summary list. Values are All My Tasks, My Closed Tasks, and My Open Tasks (default value). |
Add Task |
Click to add a new sales task. |
Task Group and Add Task Group |
Select a task group. For leads, only the task groups that are associated with the Lead application usage are available for selection. The same is true for opportunities, where you can select only from Opportunity-specific task groups. Click the Add Task Group button to populate the Task Summary section with a set of predefined tasks that are associated with the selected task group. The system allows duplicate tasks to appear in the Task Summary section. |
Task
|
Click the Task Details button to access the Task Details page and enter or view detailed information about the task. This button appears after the page is saved. |
Task Subject |
Enter a description of the task. |
Task Type |
Select a task type. Set up task types on the Tasks Type page under Common Definitions, Task Management. |
Task Status |
Select the task status. Values are Cancelled, Completed, In Process, and Open. |
Task Priority |
Select the task priority. Values are High, Medium, and Low. |
Start Date |
Enter a start date for the task. |
Start Time |
Enter a start time for the task. |
Assign Task
Access the Lead - Tasks page: Assign Task tab.
Task Subject |
Enter a description of the task. |
Owner Name |
Enter the user to whom the task is assigned. |
Contact Name |
Enter the name of the contact person for the task. |
Set End Date
Access the Lead - Tasks page: Set End Date tab.
End Date and End Time |
Enter the date and time when you expect to complete the task. |
Comments
Access the Lead - Tasks page: Comments tab.
Enter comments describing the task.
See Also
Setting Up Task Group Templates for Leads and Opportunities
This section provides an overview of different ways to access tasks and discusses how to:
Manage and view tasks.
Associate a task with a lead or opportunity.
You can view tasks in several ways:
Access the Lead - Tasks page or the Opportunity - Tasks page for a specific lead or opportunity.
Click the Task Detail button next to a task on the Lead - Tasks page or the Opportunity - Tasks page to access the Task Details page, where you can view or edit details for the task.
View the calendar to determine the tasks that are due to begin on various dates, and click a task to access the corresponding Tasks page.
See Using Calendars.
Access the My Tasks page for a list of tasks.
Page Name |
Definition Name |
Navigation |
Usage |
RB_TSK |
|
View task details. |
|
RB_TSK_TXNS |
Click the View or Link Related Objects link on the Task Details page. |
Associate a task with a lead or opportunity. |
|
RB_TSK_MY_TASKS |
My Tasks, My Tasks |
Manage and view tasks. |
|
RB_TSK_CALENDAR |
My Calendar |
View tasks in calendar format. |
Access the Task Details page (click the Task Detail button next to the task that you want to view or edit on the Lead - Tasks or Opportunity - Tasks page).
Note. When you enter and save a task on the Lead - Tasks page or the Opportunities - Tasks page, the system associates the task with a lead or opportunity and writes that task to the calendar (if applicable for the selected task type). However, when you enter a task directly into the My Calendar component or the My Tasks component, the system does not associate it with a lead or opportunity. You must click the View or Link Transactions link on the Task Details page to associate the task with a lead or opportunity.
Referral |
The systems displays a link to the lead or opportunity with which the task is associated. Click the link to view the lead or opportunity. |
View or Link Related Objects |
Click this link to access the Task Details - Related Objects for the Task page, where you can associate the task with a lead or opportunity. |
Access the Task Details - Related Objects for the Task page (click the View or Link Transactions link on the Task Details page).
Primary |
Select this check box to indicate the primary transaction to which the task belongs. A task can be associated with multiple transactions. In that case, one transaction must be designated as the primary transaction for the task. |
Transaction |
Select Company, Lead, Opportunity or Partner to link to the associated task. |
Company, Lead, Opportunity, or Partner |
The system displays one of these fields after you make a selection in the Transaction field. Select a company, lead, opportunity or partner with which the task is associated. |
Add Transaction |
Click this button to associate the task with the related object that you selected. |
This section discusses how to enter and view notes and attachments.
Page Name |
Definition Name |
Navigation |
Usage |
RSF_LEAD_NOTES |
Sales, Search Leads, Lead - Notes |
Enter notes and attachments related to the lead. |
|
RSF_OPP_NOTES |
Sales, Search Opportunities, Opportunity - Notes |
Enter notes and attachments related to the opportunity. |
Access the Lead - Notes page (Sales, Search Leads, Lead - Notes) or the Opportunity - Notes page (Sales, Search Opportunities, Opportunity - Notes).
Note. The Notes page appears in both the Lead component and the Opportunity component. Although the following example shows the Opportunity component, the information applies to both leads and opportunities.
Select |
Select this check box to indicate that you want to send the note to the customer by email or to view the entire note. |
Subject and Details |
Click to display the Note Details section at the bottom of the page. |
|
Click this button to access the Outbound Email page, where you can send an email message with notes and attachments to the customer. |
View |
Click to view the entire note. |
Add Note |
Click to display the Add a Note section at the bottom of the page. |
Apply Note |
Click to add the note to the Notes Summary section of the page. |
Add an Attachment |
Click this link to add an attachment to the lead or opportunity. |
See Working with Notes and Attachments.