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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add tasks to a quote

Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote.

Before you begin

Role required: sales_manager

Procedure

  1. In the CSM Configurable Workspace, navigate to the List view
Image omitted: list-outline-24.svg
and select **Quotes** > **All**.

  1. Select the quote that you want to work with and select the Tasks tab.

  2. Select New to start a new quote task or select an existing quote task to make changes.

  3. Fill in the fields in the Quote Task form.

    FieldDescription
    NumberSystem-generated number of the quote task.
    QuoteNumber of the quote.
    Due dateDate by which the quote task has to be completed.
    Short descriptionInformation about the quote task.
    StateState of the quote task.
    Assigned toName of the sales agent to whom the sales manager has assigned this quote task.
    Work notesAdditional information about the quote task.

  4. Select Save.

    The quote task is added to the main quote.

Parent Topic:Using Quote Management