Set Up or Edit Company Milestones

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to setup, edit, or remove company-wide milestones.

How to Set Up 

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Navigate to Company Settings and then Basic Settings:

Scroll down to Milestone Settings and select the option to Edit Milestone Settings to make adjustments to the company level milestones:

Select the option at the top to enable the company-enforced milestones for your LO teams. This will require them to use the milestones you have set up here. The existing milestones can be renamed, previewed, edited, or deleted with the icons towards the right hand side:

Additionally, you can add your own milestones with the Add New Milestone button at the bottom of the page:

Note: Milestone templates do need to be set up in HTML. If you have questions or need assistance settings this up, please contact support@floify.com.