Become the Trusted Advisor:

Milestones Quick Start

Welcome to Milestones Quick Start 🧠

In this high-level overview, you'll learn everything you need to know to get started with Milestones. We'll show you how to get around so you know where to find everything, and highlight key features of Hubs so you can unlock the core benefits of our platform.


We've also thrown in a handful of Tips, Tricks, and Best Practices too, so you can hit the ground running like a pro.

Get answers to your burning questions 🔥

Ask us questions at any time during your session through private 1:1 chat.

We are excited for you to stay in front of your clients with Milestones and look forward to helping you take your first step on that journey!