Your client's Upcoming Milestones is 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.
Leads
Members
Trials
Prospects
Past
Important Note: The filter's default groups would be trials and members only.
By default, you would only see 3 names in the list and you just need to click on the dropdown.
You can also export the list of your client's Upcoming milestones by clicking on the Export to Excel tab.