V3 Activity Stream - Milestones

One category of items found in the Activity stream is Milestones:


Milestones comprise a long list of actions that have been taken on an Account and typically do not link to additional overlays. This list includes the following:

  • Account(s) merged
  • Account created as "Lead"
  • Account created as "Client"
  • Estimate won
  • Estimate lost
  • Account converted to "Client"
  • Job sold
  • Job cancelled
  • "Client" Account was cancelled
  • "Lead" Account was closed
  • "Client" Account was reactivated
  • "Lead" Account was reactivated
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