FAQs in this section
Is the Project Milestones module available in the Sales Professional edition?
What is a Project Milestone?
How do I create a Project Milestone?
How do I create a Project Milestone from a Project?
How do I print a Project Milestone record?
How do I create a Project Milestone from Quick Create?
What are the columns that are visible in the List View?
What are Summary View actions?
What are the important fields in Project milestones?
What are the actions possible on a Project milestone record?
How do you change the template of a Project Milestone?
How do you create a Project Milestone from Quick Create?
What are the different ways you can view a Project Milestone record?
What are the different List View actions you can perform on the Project Milestone record?
How do I export a Project Milestone record?
Table of Contents
Follow these steps to export a project milestone:
To know more about Projects, Click here.
- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Milestones module.
- In the List View, Hover over any record to display the radio button on the left side.
- Click the radio button.
- Click the Export button.
- Select any one of the following options:
- Export Selected Records - This option will export only the selected record.
- Export data in current page - This option will export the records in the current page.
- Export all data - This option will export all the data in all the pages of the Exports module.
To know more about Projects, Click here.
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