Pivotal Sales Force Automation Solution - Eclipse
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Excellent demo! I applause the openness in showing off the Pivotal CRM product!
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What relationship do milestones have with opportunities? How do you change the status of a milestone or complete the milestone?
joerob00 4 months ago in playlist More videos from EclipseComputingMKT
@joerob00, Thanks so much for viewing our demo.
Each Opportunity created can optionally have a set of Milestones applied. These are used to guide a sales person through a series of steps - and can then also automatically update the Opportunity to show the progress against the Milestones.
A user can update the Milestones through the Opportunity form – progressively updating the progress of each Milestone and flagging it as complete when appropriate.
EclipseComputingMKT 4 months ago
Also, Templates of Opportunity Milestones are created and configured within the Pivotal CRM solution by an administrator with the required security permissions.
Please feel free to post any more questions if you have any.
EclipseComputingMKT 4 months ago