Customer has noticed that when creating a milestone off of a CTA, it doesn't show up in reporting until you close out the CTA. I assume this is plotted based on closed date and not created. Would it be possible to plot this off created date instead of closed date. Is this possible?
Thanks,
Steve Davis
CTA Milestones show up based on Created Date not closed date.
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Can you please verify if the customer has configured milestone mapping in Administration > Calls to Action
The milestones are created based on the CTA status and milestone mapping. So if the status of CTA is open, then the milestone mapped in 'Open Milestone Mapping' will be automatically created.
Thanks,
Nitisha