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The workflow will display various milestones (e.g. Sales Requirements), and each milestone has specific tasks that must be completed. A milestone approval request can be sent at any time by clicking Send For Approval

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A confirmation window will appear with an optional text field to add any notes. Click Send to submit the milestone for approval. Send For Approval - Send ButtonImage Removed

The milestone status will change to "Pending Primary Approval" underneath the milestone name.

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When the milestone has been approved, the milestone status will update to "Milestone Complete".Milestone ApprovedImage Removed

Note: Approval or completion of a milestone is not required before a user completes tasks on subsequent milestones in the workflow.

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