Opportunities Activities Tab

Use the Activities tab in the Opportunities hub to create and maintain lists of activities and milestones for the opportunity.

You can review the details of any completed or pending activity to which you have security access.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Milestones Grid

This grid displays the milestones that are established for the opportunity. The next milestone displays in bold. If the opportunity has an estimated start date or end date, those dates display as milestones. You cannot edit or delete the milestones.

To add another milestone, click + Add Milestone below the grid, and enter the milestone information in the empty row that displays.

Field	Description
Date	This column displays the milestone date. A date is required for all milestones except Estimated start date and Estimated completion date. You can specify the date for a new milestone or change the date for an existing one. To display additional information about the milestone, click the date. The tooltip displays the date that the milestone was created, and the name, title, phone numbers, and email address of the employee who created it. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the date.) No tooltip is available for Estimated start date and Estimated completion date because those are system-created.
Name	This column displays the name or a brief description of the milestone. Select a standard milestone name from the drop-down list or enter a new one. If you enter a new milestone name that you think belongs on the drop-down list of standard milestones, ask your system administrator to add it.
Notes	This column displays any additional information that has been entered for the milestone. To add or change a note for a milestone, click or tab into the field and enter the text. Click if you want to apply special formatting to the note or to display the complete text of a longer note.
Notes	This column displays any additional information that has been entered for the activity. To add or change a note for an activity, click (if no notes exist for the element) or (if notes already exist) in the grid row and enter the text in the Notes dialog.