Associating Milestone Templates to a Sponsor

To associate a Milestone Template with a Sponsor, follow the steps below.

1. From the left-hand navigation links, select Sponsors
2. On the Sponsors screen, select a sponsor by clicking on the name.

   

3. On the Sponsor Details screen, click on the Settings button on the top-right of the screen.

   

4. On the Sponsors Milestone Templates, click on the +Add > +Add From Domain buttons.

   

5. On the Add Milestone Template from the Domain window, select one of the milestone templates by clicking on the milestone templates checkbox.
6. Click on the Add button once all the required templates are selected.