Understanding Sales Tasks

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 Customer Relationship Management (PeopleSoft CRM) applications.

See Understanding Task Management.

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.