You need to complete the open task with a Win. When you create a quote (Fill out Summary, Header and add at least one Line), click Task > Detail, and Win the open task. Creating a Sales Order will also Win the task for you, select Actions > Quote > Create Sales Order.
Hello;
Please do let me know the step by step procedure to prepare a quote under the sales management module in Vantage.
I can create the quote in Vantage but I dont know the procedure to make the task complete or winnable.
Regards
Sreejith J