I’ve created a CRM task set for Opportunity/Quote Entry to track the quote from sales inquiry to engineering release. There is a unique role to each step, but I am having difficulty having the task sent to the next user responsible for that step. From what we’ve tested, when the first task is completed, the next task defaults to the primary salesperson for that customer. They or an authorized user can change the task’s responsible party, but what we would like is to have that already set up in CRM/task set, so when a task is completed, it should proceed to the next task and assign it to the person responsible for that task. Is there a way to do this in E10?
Thanks in advance.