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Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
When contacting Reapit Support, include the milestone types you wish to be added and how you would like each one to be configured (as outlined below)

If you have access to configuration screens, you can set this up yourself via the Setup Checks/Agreementsscreen, as outlined here: Checks & agreements - how to set-up & maintain

Advanced custom sales progress milestones can be added to the sales progress screen - this new milestone functionality provides a more advanced & customised checklist functionality, similar to other checklists available across the system

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