Milestone Types
None
Hi All,
Similar to CTA types/reasons we'd like a way to categorize Milestones. Some may be used for internal purposes and some we want to be communicated to customers.
For example, we may want to track opportunities closed, service disruptions and credits in milestones to see this kind of activity over time but we want to exclude these from other lifecycle type milestones like onboarding complete, services or training delivered, etc.
Thanks,
Daniel
Similar to CTA types/reasons we'd like a way to categorize Milestones. Some may be used for internal purposes and some we want to be communicated to customers.
For example, we may want to track opportunities closed, service disruptions and credits in milestones to see this kind of activity over time but we want to exclude these from other lifecycle type milestones like onboarding complete, services or training delivered, etc.
Thanks,
Daniel
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Thanks for the feedback! Are you envisioning just 2 categories (internal, external) or do you need more flexible categorization? How do you share these milestones with your customer? Also do you need this categorization only while sharing it your customer or are there other use cases for which you need more categorization?
We are planning to do a major overhaul to our milestones feature and would like to understand how you consume this information and see if our new structure would fit your needs better.