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This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.193

No configuration is required for this update - however, advanced custom sales progress milestones are a configurable option for Enterprise customers

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:
Advanced custom sales progress milestones - configuration option

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:

  • On Milestones tab, after making changes to one/more milestone, click Save

  • Hovering over the updated milestone displays details of who last updated it and when

    Custom milestones tooltip.png
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