View and Update Milestones for an Opportunity

Use the Activities tab in the Opportunities area to view and update a list of key milestones for an opportunity.

The Key Milestones grid on this tab displays the milestones that currently exist for the opportunity, both those created in iAccess and those created in Ajera CRM. The next milestone displays in bold. With the exception of Estimated start date and Estimated completion date, you can edit existing milestone information, and you can add new milestones.

If custom grids or fields are defined for the Activities tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the Touchpoints grid. As with standard grids and fields, you must make entries in any required columns and fields.

To view and update milestones for an opportunity, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Activities tab.
4. To add a milestone, click + Add Milestone below the Key Milestones grid.
5. To enter or change a milestone date, enter the date in DATE, or click and select the date on the calendar.
6. To enter or change a milestone name, specify the name or description in NAME. Type one or more characters from the name to select from a list of milestone names that contain those characters, or click to select from the full list of names.

   If none of the standard milestone names apply, you can enter a name that is not on the list. Be aware, however, that your entry is not automatically added to the standard list of milestone names. If you think it should be on the list, ask your system administrator to add it.

7. In NOTE, enter any additional information for the milestone.

   Click in NOTE if you want to apply special formatting (bold, color, and so on) to the note or if you want to display the complete text of a longer note.