Adding Associated Activities to Each Milestone

Complete the following procedure to add associated activities to each milestone.

To add associated activities to each milestone

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field of an opportunity record.

3. Navigate to the Target Account Selling view, then the Customer Milestones view.

4. In the Customer Milestones list, select a milestone record.

5. In the Our Activities list, create a new activity record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	Select the activity type.
   Resources	Type a description of the resources required to support the activity.
   Owner	Select a new owner of the activity, if necessary. Your user ID appears in this field by default.
   In Display	Select a value to indicate where you want the activity to appear. If you select Calendar and Activity as the display method, then you must enter a start date for the activity so that it appears in the calendar.