Hi, how are others using Milestones? What's the overlap with milestones & timeline activities? Any tips? Thanks!
Page 1 / 1
Hi Diana,
Milestones are used to track important events in the customer journey e.g. lifecycle stage change, QBR/EBR, renewal, etc.
Milestone are created both manually and in a lot of cases, rules are configured to create milestones after an event happens e.g. when EBR CTA is closed successfully, create a milestone.
The plan is to integrate milestones with timeline, since in timeline all important events/touches of the customer are recorded. Milestones will become an activity type.
Thanks,
Nitisha
Milestones are used to track important events in the customer journey e.g. lifecycle stage change, QBR/EBR, renewal, etc.
Milestone are created both manually and in a lot of cases, rules are configured to create milestones after an event happens e.g. when EBR CTA is closed successfully, create a milestone.
The plan is to integrate milestones with timeline, since in timeline all important events/touches of the customer are recorded. Milestones will become an activity type.
Thanks,
Nitisha
Hi Nitisha,
Are there any updates on integrating Milestones with Timeline? Thanks!
Best,
Alyssa
Are there any updates on integrating Milestones with Timeline? Thanks!
Best,
Alyssa
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.