Skip to main content

Upcoming Milestone Widget

Written by Sofia Zúñiga Vega

Your client's Upcoming Milestones are now available on the Dashboard. With this additional Widget, you can now easily track your members' milestones.

To view the Upcoming Milestones, click on Dashboard.

You also have the option to view your clients' upcoming milestones per group category.

  1. Leads

  2. Members

  3. Trials

  4. Prospects

  5. Past

Important Note: The filter's default groups are Members and Trials.

By default, you would only see 3 names per page.

You can also export the list of your client's Upcoming milestones by clicking on the Export to Excel tab.

Did this answer your question?