The Goal: Understand how to use the Sales Proposal Timeline to track the milestones of a sales opportunity from first contact through close.
Before You Begin:
- You need access to the Sales Funnel and permission to view and edit sales opportunities.
- Set up your standard timeline items ahead of time so they are available on every opportunity. Click Here to learn more about setting up timeline items.
Step-by-Step Instructions
- The Sales Proposal Timeline is used to track the milestones of a sales opportunity. You can set up standard milestones — for example, “Initial Contact,” “Sales Proposal Sent,” “Sales Proposal Accepted,” and so on.
[INSERT SCREENSHOT: The Sales Proposal Timeline showing milestone items.] - You can also create timeline items “on the fly” on the Timeline tab of the sales opportunity.
- Click into any timeline item to display additional notes (if entered) about that timeline activity.
Common Pitfalls
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Forgetting the automatic timeline items: 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.