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No configuration is required for this update - however, advanced custom sales progress milestones are a configurable option for Enterprise customers |
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When set-up, advanced custom sales progress milestones are available on the sales progress screen and are normally used in place of the previous milestone options as they provide a more advanced and customised checklist functionality, similar to other checklists available across the system - for more information on this functionality and how to request set-up, click here: |
When an advanced custom milestone is updated and the sales progress screen saved, hovering over an updated milestone will display details of who last updated it and when
From sales progress screen:
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