Using Milestones in Deal Manager
Overview
Milestones are a visual and functional tool in Deal Manager that help users track the progress of a deal. Displayed as a timeline on the Milestone tab, they provide visibility into key stages and tasks throughout the deal lifecycle.
🧭 Accessing and Viewing Milestones
Navigate to the Milestone tab within a deal to view the timeline.
Each milestone displays:
Milestone Title
Associated Deal Stage
Assigned User
Completion Status
✏️ Editing and Adding Milestones
Milestones are configured by admin users.
Additional milestones can be added ad hoc by clicking the edit icon on the Milestone tab.
This allows for customization of milestones on a per-deal basis.
🔍 Milestone Details
Clicking into a milestone reveals:
All standard milestone information
Milestone Watchers: Users who are notified of milestone updates
Associated Tasks
Notes: Users can add comments or updates
Completion Button: Used to mark the milestone as complete once tasks are finished
🔔 Notifications and Activity Logging
When a milestone is completed:
The action is logged in the Activity Feed
All watchers are notified
If a milestone is completed by mistake:
It can be reopened, and the task will be reassigned to the original user
❓ Frequently Asked Questions (FAQs)
🔹 General Use
What are milestones used for in Deal Manager?
Milestones help track deal progress and visualize key stages in a timeline format.
Where can I view milestones for a deal?
Go to the Milestone tab within the deal to see all configured and ad hoc milestones.
🔹 Editing and Customization
Can I add custom milestones to a deal?
Yes. Click the edit icon on the Milestone tab to add ad hoc milestones for individual deals.
Who configures default milestones?
Default milestones are set up by admin users.
🔹 Milestone Details and Tasks
What information is shown in a milestone?
Title
Deal stage
Assigned user
Completion status
Watchers
Associated tasks
Notes
Can I add notes to a milestone?
Yes. Notes can be added directly within the milestone view.
🔹 Notifications and Reopening
Who gets notified when a milestone is completed?
All watchers assigned to the milestone receive a notification.
Can I reopen a milestone if it was completed by mistake?
Yes. Reopening a milestone will reassign the task to the originally assigned user.