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elaine_cleary
elaine_cleary
Helper ⭐️⭐️
November 25, 2016

Can we add an out-of-the-box way to make a Timeline "log a meeting" activity a Milestone?

  • November 25, 2016
  • 3 replies
  • 20 views
Can we add an out-of-the-box way to make a Timeline "log a meeting" activity a Milestone -- perhaps on the custom activity layout?  

It would be helpful to be able to manually capture milestones here -- especially if a user is going to document activity here instead of a manual CTA where they already have a milestone option.   (Once all Milestones are part of the Timeline view, it will be great to filter on them like we can under the Usage/Engagement section of C360 today)

      3 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      November 28, 2016
      Hi Elaine,

      Our plan is to make milestones a part of the timeline. So 'Milestones' will become an activity type and all milestones will be visible in the timeline instead of a separate 360 section. Do you think this makes sense?

      Thanks,
      Nitisha
      elaine_cleary
      elaine_clearyAuthor
      Helper ⭐️⭐️
      November 28, 2016
      Makes sense, Nitisha. Although I think we've potentially introduced a new use case with Timeline...  today, (1) I can have a CTA that becomes a milestone via rule when closed, (2) I can have a CTA that becomes a milestone manually because I choose to make it one from the CTA, or (3) I can go to the C360 and log a milestone without a CTA.  Going forward, #3 would be replaced by "log a milestone" in Timeline which is good.  But I think some customers who have not been using manual CTAs may pivot to "log a call".  Like a manual CTA, if that activity needs to be a milestone I don't think they'll want to fill something out twice.  They may want their notes in "log a call" tied to the Milestone.  So I'm just wondering how they flag something manually in Timeline as a milestone without too many extra steps? 
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      November 29, 2016
      Interesting use-case. We will think more on this. Thanks for sharing
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