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"
Specific "Milestones" created from specific CTAs log with specific Milestone Names in the C360 Custo
+1
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
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
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.