Deadlines & Milestones
Deadlines & Milestones allow users to track due dates, important meetings, action points, and other important dates that are related to >grants<.
Automatically created deadlines/milestones
To ensure that certain steps of a grants lifecycle are scheduled and completed, some deadlines and milestones are created automatically within Cycles based on the phase that the grant is in. These include:
On the proposal submission deadline, you will need to populate the “Start Date” and “End Date” fields for the date that the proposal is expected to be due, so that it is populated on the opportunity, and scheduled on the NRC Salesforce Calendar.
When an opportunity is converted to a proposal, a deadline is created for the Proposal Start-up Meeting. You will need to populate the “Start Date” and “End Date” field on this deadline for the date that the meeting is scheduled in order to have it on the NRC Salesforce Calendar.