CRM, task set and workflow group

[alexandre_bergeron]

Hi, I have a problem where CRM task are not automatically assigned to the right people. I pretty much understand workforce, role, autorized users and all the parts needed to make it works.

The problem is… There is no fu*** place to choose the CRM workflow group…
I am unable to find the link between workflow group and task set.

The only place where they are linked together is in the CRM workflow group, it specifies the default task set . It should be the other way around. Default workflow group per task set …

I am able to make it work perfectly on ECO since the link between eco group and workflow group is obvious…
plz help me guys.
Also, i aws not able to find any documentation on this subject… Sned it to me if you find some plz.

[jkane (John Kane)]

Do you use Sales Territories? You can assign a specific Task Set per territory.

[alexandre_bergeron]

Yes i use territory. I want to define the workflow group. the task set is already set properly.

[jkane (John Kane)]

The system uses the Territory Salespersons to assign the roles. You can add multiple people and assign them different roles. If you do that, then the tasks will get assigned to the people and roles defined in the territory.

[alexandre_bergeron]

OK, i think i get it. what is the role of CRM workflow group then ?? CRM and ECO workflow have a different way to handle task assignement then…

[jkane (John Kane)]

@alexandre_bergeron

what is the role of CRM workflow group then

@alexandre_bergeron

CRM and ECO

Yes. When you use Territory and a salesperson leaves, there is a process to run to update all open tasks to the new person.

[alexandre_bergeron]

Thanks ,it does work if i do the exact same setup in my territory that i did in workflow group. As i said in my last post this is a not the same as eco group and if this is not the way to use CRM workflow group. Is anybody aware of CRM workflow group usage ?

[alexandre_bergeron]

could you say where i can update the person linked to task? . I am looking for it since this morning and i dont remember where …

[jkane (John Kane)]

I’m not sure if there is a process that will allow you to update open tasks from X to Y. But the Sales Territory screen has a way to change the salesperson and I am 99% sure that part of the process is to reassign tasks.