Enhancement Request:
Automatically create a way to modify the Milestone (name) when I create a milestone from a CTA. For example, if I have an EBR CTA and make it a milestone, the milestone should be called "EBR" not "Event Created."
Discovery
Ability to change the Milestone name when creating from a CTA.
- reneehouse
- john_apple
- alison_kaprielian
- jean.nairon
- jessie_brainerd
- ben
- sarah_johnson
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- Megrob15
- Steph Costa
- caroline.harris
Hi Molly, I agree it would be helpful to have more control over the milestone naming. You may have already figured this out, but I thought I would mention that in your example of an EBR CTA you could likely use the "load to milestone" action in the Rules Engine to choose the milestone name from a drop down option that you can control to ensure consistency. So you would be automatically creating the milestone once the CTA with reason "EBR" (for example) has a status of "closed success" (for example). There should be more information at support.gainsight.com if you search for "load to milestone". Alternately, this would be a good use case for Admin Office Hours. Hope that helps. Happy New Year!
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