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New Idea

Include Milestones as Optional Assocation with Timeline Activity

Related products:CS Timeline & Activity Tracking
  • March 15, 2024
  • 0 replies
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Could it be considered to add a checkbox that will associate timeline activities with customer journey/timeline events? Sometimes a a timeline event is also part of a meeting or activity type, and having the ability to check a box that would also add it to customer journey based on impact would be very helpful. Currently it requires 2x the work and is much easier to miss.