ChapterBuilder - How to create a custom milestone

ChapterBuilder - How to create a custom milestone

Each ChapterBuilder account comes with default milestones that include:

  • Contact

  • Attended Meeting or Activity 

  • Etc. 

If you are using the Lite, Standard or Pro versions of ChapterBuilder, you can create custom milestones. The limits are as followed 

  • Lite Version - 5 custom milestones

  • Standard Version - Unlimited milestones

  • Pro Version - Unlimited milestones

To create a custom milestone follow these steps:

  1. Click on the the “Settings” button on the left side navigation bar

  2. Click on the “Milestone” tab

  3. Click “New Milestone” (red button in the upper left corner. 

  4. From there you can give your Milestone the following customizations

    1. Title - what will appear in the Leads profile 

    2. Color 

    3. Description - will appear when a user hovers over the tag explaining what it is. 

Note you must be an admin to access account settings like custom milestones.


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