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Tip |
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Reporting on advanced custom sales progress milestones will be possible in future versionsis possible from version 12.179+, as outlined here: Report on advanced custom sales progress milestones |
1. Access the sales progress screen From the property screen:
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2. Access advanced custom milestones
From Sales Progress screen:
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2a. Legacy Milestones The Legacy Milestones tab is displayed if previous/original milestone options had been entered before the advanced custom milestones were implemented on your system | ||||
3. Advanced custom milestone options The milestone and associated options offered are dependent on configuration, see note at the bottom of this section
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4. Completing milestones When milestones are marked as completed, this is indicated on screen |
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Note |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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