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 export a Project Milestone record?
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 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?

What are Summary View actions?

The following are the Summary view actions:
  • Follow: You can follow any project milestone record to get updates on all the activities performed on that record.
  • Tags: You can add tag names to the record to identify the record easily.
  • Print: You can print the project milestone record or save it as a PDF for future references.
  • Duplicate: You can duplicate the current record and have all the details reflected into a new record.
  • Delete: You can delete a record by clicking this button.
 
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