Default Task Set

Where do I set the default task set for Quotes?

CRM/Setup/Task Set Maintenance. Select workflow type = CRM for Quotes

You need to define a Task, and then create a Task Set with your Task as the activity. On that activity you need to check the checkboxes for First Milestone, Win Allowed, and Lose Allowed. Then in Company Configuration > Modules > Sales > CRM you set the default Task Set as whatever you just created.

Thanks Mark and Ernie.