Create Milestone Template
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Basic Information
Due Date Calculation

Define how this milestone's due date is calculated.

Calculates due date: days from Deal's 'Contract Effective Date'. Can be negative for pre-effective date tasks.
Calculates due date: days from Deal's 'Expected Close Date'. Use negative for days *before* closing. Overrides 'days from effective date' if both are set.
Assignment & Notes
Assigns milestone to agent with this role in the deal's associated organization/team.
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