How to: Update project / opportunity milestone

How to: Update project / opportunity milestone

You need to perform 2 steps to update a project / opportunity milestone.

  1. Search for project / opportunity.
  2. Open and Update.

Step 1: Search for project / Opportunity.

Global search of On2Biz. Search for contacts, end customers, projects etc. here

Global search of On2Biz. Search for contacts, end customers, projects etc. here

A Global Search facility is available through out On2Biz which can be used to search any object in On2Biz e.g. you can search for contact, end customer, projects / opportunity related to end customer or contact … etc.

To search for a project you can enter name of end customer .e.g. rediff and you will get list of all the projects for rediff. See screenshot below.

Search results.

Search results.

Now clicking on Project link “On2Biz for Ad selling” will take you to project page.

Step 2: Update milestone

On project page click on “Milestone” link from quick navigation links. Below is the screenshot which shows quick navigation links.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

Screen will be directly scrolled to Milestone section of Project.

Milestone section

Milestone section

Click on Edit
on2biz-reach1to1_1233218961140

will present you this section in Edit mode as shown below.

Milestone section in Edit mode.

Milestone section in Edit mode.

Select the latest milestone and click on
on2biz-reach1to1_1233204704323

This entry was posted in On2Biz Tutorials and Howto. Bookmark the permalink. Post a comment or leave a trackback: Trackback URL.

Post a Comment

Your email is never published nor shared. Required fields are marked *

You may use these HTML tags and attributes <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

*
*