1. From CRM module, click Milestones. Milestones screen will appear.

2. To add Milestone, go to the next available row or click Insert button.

3. Provide *Milestone, Description (Milestone should be unique, Priority is auto generated)

4. Click Save button to save the milestone.

 

*user can add multiple milestone as long as the milestone is unique.

 

*text - denotes required field to create milestone