How do I update a milestone for an opportunity?

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It’s important to keep your milestones updated so you can stay on top of your outreach campaigns. You can update a milestone one of four ways!

  1. In your inbox select any number of opportunities and then select the “Switch  Milestone To…” drop down and choose the milestone you want.


  2. On the “Opportunity Details” page, there is a table on the right labeled Opportunity Information; select the “Edit” drop down next to the right of the “Milestone.”


  3. You can also update the milestone while replying to an email by clicking the drop-down menu next to “Change milestone to” before sending.

  4. Finally, you can update milestones one by one or in bulk by going to your Pipeline and selecting all the opportunities you wish to update, then clicking the “Switch Milestone To…” drop down.

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