Workflow - Adding a Milestone to a Client

How to add a Milestone to a Client?

1. Select the Client you want to add the Milestone.

2. Go to the Compliance tab.

3. Click on the 'Add' button next to Milestones.

4. A pop up dialog box will appear listing all the Milestones available. Select a Milestone.

5. Click on the "Add New Milestones" button.