Milestone Types
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