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Aokoli
Aokoli
Contributor ⭐️
Oct 26, 2022 5:11 PM UTC
Question

set Rules to view QBR events in customer journey widget

How I can get QBR events to show up customer journey widget under default summary page? Created rule and pulled in fields in rules engine, it ran successful but customer journey widget is still blank. HELP!

2 replies

parimala_agnihotri
Helper ⭐️
Oct 26, 2022 9:13 PM UTC

Is the rule loading the value of QBR event (assuming it is a date) to a field in the Account?
Or is it loading a milestone in the timeline?

 

Check the configuration of the Summary tab 

 

You will have to configure the C360 summary to show if it is one of these - Date fields OR Milestones (Automatic/Manual), depending on how you are tracking this.

 

 

 

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Aokoli
AokoliAuthor
Contributor ⭐️
Oct 28, 2022 5:41 PM UTC

It is loading a milestone into the timeline and I configured the C360 summary. It is working! Thank you.

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