Opportunity Closed - Task doesn't auto-complete?


I've noticed that when an opportunity is closed the associated task/s are not automatically marked as complete, is this intentional?

Do I need to have the close rule with a javascript condition or have a sql statement run when closing the opportunity to mark the tasks as complete?

Our scenario is that an opportunity is opened, a quote sent to the customer and a task created to follow up with the customer in 2 days time. However, if the customer comes back before that deadline then we'll progress straight to a sales order and close the opportunity.

This is where we'd expect the Task to auto mark as complete, but it does not. Does this mean the user will have to make sure they also mark the task as complete?

If so this seems rather inefficient.

Please advise, thanks

Parents Reply Children
No Data