➖How to create a Milestone?

Creating a Milestone

• Click on the '+' icon to create a milestone and a slide out modal will open up.

• You can provide a name and description for the milestone and then select the rules.

Creating a new Milestone

By default, milestones are setup to only show users for whom the filter rules are true, you can uncheck the milestone which will show users that have are in subsequent milestones.

To change the order of the milestone, click on the Reorder Milestone button on the top right and drag and drop the milestone to the desired position.

Editing a Milestone

Clicking the three dots next to the name of a milestone will open the same modal that was displayed earlier. Within this modal, you can edit the rules and change other parameters for that specific milestone

To clone a milestone you can click on the clone button

Deleting a Milestone

Clicking on the three dots next to the name of a milestone will open the same modal that was displayed above. Within this modal you can click delete to delete the milestone.