The Sales Proposal Timeline is used to track the milestones of a sales opportunity. You can setup standard milestone, for example, "Initial Contact", "Sales Proposal Sent", "Sales Proposal Accepted", and so on. Click Here to learn more about setting up timeline items. You can also create timeline items "on the fly" on the timeline tab.
Clicking into a timeline item will display additional notes (if entered) about the timeline activity.
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NOTE: Two timeline items can be automatically assigned to your timeline: Timeline Item Applied To New Opportunities and Timeline Item Applied To Signups. Click Here to learn more about setting up your automated timeline items. |