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michael_sweeney
michael_sweeney
Helper ⭐️
October 13, 2016

Specific "Milestones" created from specific CTAs log with specific Milestone Names in the C360 Custo

  • October 13, 2016
  • 1 reply
  • 31 views
Is there a way (without having to create Rules) to have specific "Milestones" created from specific CTAs log with specific Milestone Names in the C360 Customer History?

E.G. For the "Auto CTA: Q3 2016 QBR" if a CSM marks it closed success clicks on the icon to log a Milestone, can it auto map to "Milestone" in the C360 Customer History instead of saying "Event Created"

      1 reply

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      October 14, 2016
      Hi Michael,

      A milestone can be associated to a CTA type and you can change the milestone mapping from  Administration > Workflow > Calls To Action > CTA Type.  Here you can associate any milestone from the C360 list to a specific CTA type and when CSM clicks on the milestone icon, it will use this mapping to create the milestone.



      Does this solve your problem or were you looking for something else?

      Thanks,
      Nitisha
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