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  1. Floify Help Center
  2. Configurations
  3. Milestones

Milestones

  • Create a New Milestone
  • Create and Edit Team Milestone Sets
  • Delete My Milestone
  • Edit My Automatic Deadline Notice Reminder Cadence
  • Edit My Milestone Email Template
  • Edit My Milestone Name
  • Email Me a Preview of My Milestone
  • Enable Automatic Milestone Sync to Byte
  • Enable Automatic Milestone Sync to Encompass
  • Enable Automatic Milestone Sync to MeridianLink Mortgage
  • Preview My Milestone
  • Reorder My Milestones
  • Set A Default Deadline Date
  • Set Deadline Notice Blackout Dates and Days
  • Using Merge Fields, Conditional Merge Fields, and Lists in Milestone Templates













Floify Support
Monday through Friday 7:30 AM - 6:30 PM MT
Saturday and Sunday 8:30 AM - 5:00 PM MT

support@floify.com

(720) 370-3622