Question

Milestone usage

  • 20 October 2017
  • 2 replies
  • 178 views

Hi, how are others using Milestones? What's the overlap with milestones & timeline activities? Any tips? Thanks!

2 replies

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
Hi Nitisha,



Are there any updates on integrating Milestones with Timeline? Thanks!



Best,



Alyssa


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