Filter Milestones for an Opportunity

You can filter milestones that are associated with an opportunity.

A milestone that you filter for an opportunity is also associated with the contacts, if you specify any, and with the contacts' firms.

To filter milestones for an opportunity:

1. In the Navigation pane, go to the Hubs section and select Opportunities.
2. Use the search field above the opportunity name to search for and select the opportunity for which you want to filter milestones.
3. Click Activities. The Activities tab displays a milestone grid and an activities grid.
4. Click . A blank row appears at the top of the grid that displays the criteria you will use to filter milestones.
5. In Date, either manually type a date or click the Calendar to select a date that the milestone is due.
6. In Name, you can either enter descriptive text in this field, or select a milestone type from the drop-down list that most closely describes this milestone. For example, Client Visit, RFP Due, or Interview.
7. In Notes, enter any notes about the milestone. When you have finished selecting the filters, the grid updates to display the records that fit the criteria that you enter.