Sponsor-Specific Milestones

Explore Videos for more help:

Videos

Associate Milestone Templates to Sponsor

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

From the left-hand navigation links, select Sponsors
On the Sponsors screen, select a sponsor by clicking on the name.
On the Sponsor Details screen, click on the Settings button on the top-right of the screen.
On the Sponsors Milestone Templates, click on the +Add > +Add From Domain buttons.
On the Add Milestone Template from the Domain window, select one of the milestone templates by clicking on the milestone templates checkbox.
Click on the Add button once all the required templates are selected.

Define Sponsor-Specific Milestone Templates

To define sponsor-specific Milestone Templates, follow the steps below.

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

From the left-hand navigation links, select Sponsors
On the Sponsors screen, select a sponsor by clicking on the name.
On the Sponsor Details screen, click on the Settings button on the top-right of the screen.
On the Sponsors Milestone Templates, click on the +Add > +Create New buttons.
On the Create Milestone Template from the Domain window, add all the mandatory details.
Click on the Add button once all the mandatory details are entered.