Your sales opportunity milestones can be tracked with timeline items. Examples of milestones may include when this first became an opportunity, or when you sent the proposal. You can customize standard timeline items on the Setup page and also add timeline items "on the fly" when updating your sales opportunities.
- Click Setup in the Navigation panel
- Click Timeline Items in the Sales Funnel section. A list of the timeline items you have already setup in your system will be displayed
- Click the Add button
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- Configure the following:
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- Enter a Name for the timeline item
- Enter a Description of the timeline item
- (Optional) Select a Sales Stage. If a sales stage is selected, when this timeline item is added to a sales opportunity, the opportunity sales stage will automatically be updated
- (Optional) select Is Velocity Item if you wish to be able to report on how quickly sales opportunities move through your pipeline.
- (Optional) - Select a Communication Category. This can be used for filtering and reporting.
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- Click Done