Setting Up Task Group Templates for Leads and Opportunities

A task group template is a grouping of related tasks performed to accomplish certain goals. When you select a task group template to apply to a component, the system automatically populates the set of predefined tasks on the Tasks page of that component, saving time that you otherwise must spend entering those tasks one by one. Both the Lead and Opportunity components support the use of task group templates, which can be applied in two ways:

• Manually, by selecting an existing task group template on the Tasks page.

• Automatically, through the use of the AAF policies that populate sales tasks when the corresponding policy condition is met.

  Delivered AAF policies are available for populating tasks when the status of leads is set to Open or Rejected, or when the sales stage of opportunities is set to Discover, Qualify Customer, or Develop Solution. You can modify or create new policies for other situations where sales tasks need to be populated by the system.

  Note: The system populates sales tasks on leads and opportunities whenever a triggering event occurs (before saving a lead or opportunity) and the conditions of sales tasks-related policies are met, which can take place multiple times. In an example of leads, if you update the status of a lead from New to Open, to Working, then back to Open, and you save the lead every time a status is changed, the system populates the same set of sales tasks twice for the two times when the lead status was changed to Open. Duplicate tasks are allowed on the Tasks page.

Delivered task group templates are available for the Lead (Lead Open and Lead Rejected) and Opportunity components (Opportunity Discover, Opportunity Qualify and Opportunity Solution).

See Task Group Template Page.

To associate task group templates with lead status using AAF policies:

1. Navigate to select Enterprise Components, then select Active Analytics Framework, then select Policies, then select Manage Policies.

2. Click the Build a Policy button.

3. Enter a policy name and the setID in which the policy is used.

   Use Before a Lead is Saved as the trigger point.

4. Click the Add Condition button.

   The Build a Policy - Add Condition page appears.

5. Click the Select Term link.

   In the Select Subject Area section, expand the Sales node, then click the Lead link. Select the Lead Status term on the right column.

6. A term is selected on the Build a Policy - Add Condition page.

   Now, enter an operator and value to finish building the condition.

   For example, if this policy needs to be evaluated when the status of leads is set to Rejected, select is changed to as the operator and Rejected as the value.

7. Click the Done button.

8. Click the Add Actions button to specify an action for the policy.

   Select Sales Task as the action type and enter an action name.

9. Click the Configure button on the same row. The Configure Sales Task Action page appears.

10. In the Task Details section, select Lead as the application usage, and an applicable task group template (for example, Lead Rejected).

11. Click the OK button.

12. Click the Done button to confirm the action configuration.

13. Click the Activate button and then the Save button to save the new policy in active mode.

Refer to the “Building and Managing Policies” topic for more information on how to build and manage AAF policies.

To associate task group templates with opportunity sale stages using AAF policies:

1. Navigate to select Enterprise Components, then select Active Analytics Framework, then select Policies, then select Manage Policies.

2. Click the Build a Policy button.

3. Enter a policy name and the setID in which the policy is used.

   Use Before an Opportunity is Saved as the trigger point.

4. Click the Add Condition button.

   The Build a Policy - Add Condition page appears.

5. Click the Select Term link.

   In the Select Subject Area section, expand the Sales node, then click the Opportunity link.

   Select the Opportunity Sales Stage term on the right column.

6. A term is selected on the Build a Policy - Add Condition page.

   Now, enter an operator and value to finish building the condition.

   For example, if this policy needs to be evaluated when the sales stage of opportunities is set to Develop Solution, select is changed to as the operator and SOLUTION as the value.

7. Click the Done button.

8. Click the Add Actions button to specify an action for the policy.

   Select Sales Task as the action type and enter an action name.

9. Click the Configure button on the same row.

   The Configure Sales Task Action page appears.

10. In the Task Details section, select Opportunity as the application usage, and an applicable task group template (for example, Opportunity Solution).

11. Click the OK button.

12. Click the Done button to confirm the action configuration.

13. Click the Activate button and then the Save button to save the new policy in active mode.

Refer to the “Building and Managing Policies” topic for more information on how to build and manage AAF policies.