How to: Update project / opportunity milestone.

You need to perform 2 steps to update a project / opportunity milestone.

1. Search for project / opportunity.
2. Open and Update.

Step 1: Search for project / Opportunity.

Global search of On2Biz. Search for contacts, end customers, projects etc. here

A Global Search facility is available through out On2Biz which can be used to search any object in On2Biz e.g. you can search for contact, end customer, projects / opportunity related to end customer or contact … etc.

To search for a project you can enter name of end customer .e.g. rediff and you will get list of all the projects for rediff. See screenshot below.

Search results.

Now clicking on Project link “On2Biz for Ad selling” will take you to project page.

Step 2: Update milestone

On project page click on “Milestone” link from quick navigation links. Below is the screenshot which shows quick navigation links.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

Screen will be directly scrolled to Milestone section of Project.

Milestone section

Click on Edit will present you this section in Edit mode as shown below.

Milestone section in Edit mode.

Select the latest milestone and click on to update milestone.

Related posts:

1. How to: Add note
2. How to: Create appointment.
3. How To: Add a new sales opportunity
4. How to: Create Task
5. How to: Update task