Updating Target Dates

Opportunities of type proposal have defined target dates. Your local system administrator defines the list of stages for target dates and their order.

Target dates are specified in the Target Date panel of an Opportunity. Each step can be edited.

To edit a step:

1. Click on the Edit pen for that step. An Edit Target Date pane opens.
2. Edit the fields (Assigned To, Due Date, Complete Date) as appropriate.

3. Click Save.

TIP Target Dates can be marked complete by selecting the box at the left end of the row. This causes the current date to be entered as the completion date.