The Milestone tab shows milestones in a timeline for each sales opportunity. It provides a good sense of the activity that occurs - or is planned - for each deal.
Getting Milestone Information
If your mouse hovers over a milestone a tooltip will be displayed about the milestone. If you click on the milestone, more detailed information is displayed.
Editing Milestones
No editing of sales opportunities or milestones is done on the milestones displayed on the milestone tab. To change milestone information, click on the List tab and edit the sales opportunity.
Sales milestones are important dates that are associated with any sales item or opportunity. They are displayed in the Calendar and Milestones tabs of the pipeline window. Sales milestones display a checkmark icon.
Intrinsic Milestones
Two milestones are properties of a every sales item/opportunity. In other words, you don't have to create them; they come into existence when you create a new sales item/opportunity. The two milestones that exist for every sales opportunity are:
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Date Created
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Date Last Modified
This is a potential third intrinsic milestone. All of the templates that come with Desktop Sales Manager have a field that holds the booking date - the expected order date. When the booking date is defined by the template - and most templates have a defined booking date - then the Booking Date is also a sales milestone.
Journal Entries as Sales Milestones
Date/Time stamped entries in a Journal are also displayed as milestones. This is how you create you own milestones for any deal you are working on. This simplest method is to use the Journal's Date/Time stamp button to create date/time text like:
Feb 14, 2006 16:11 [Wilson Pickett]:
If you wish to set a milestone in the past or future, just change the text. For example, if you wish a future milestone, edit the above text:
Feb 28, 2006 13:00 [Wilson Pickett]: Expected closing on the house at 5903 Wycombe
Milestones for Email, Tasks, and Appointments
It is easy to record milestones for almost every critical communication or interaction with your client. Desktop Sales Manager can automatically create date/time stamped Journal entries for every email you send or for every task or appointment you make. These Journal entries are recognized as milestones and will be displayed on the Calendar and Milestone tabs.
