Milestone usage

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  • Updated 8 months ago
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Hi, how are others using Milestones? What's the overlap with milestones & timeline activities? Any tips? Thanks!
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Diana Luo

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Posted 8 months ago

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Nitisha Rathi, Employee

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Hi Diana,

Milestones are used to track important events in the customer journey e.g. lifecycle stage change, QBR/EBR, renewal, etc.
Milestone are created both manually and in a lot of cases, rules are configured to create milestones after an event happens e.g. when EBR CTA is closed successfully, create a milestone.

The plan is to integrate milestones with timeline, since in timeline all important events/touches of the customer are recorded. Milestones will become an activity type.

Thanks,
Nitisha