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  • As a Gainsight Admin, if you want to track milestones using Rules Engine, these are “Manual Milestones.”
  • As a Gainsight User, if you want to log a milestone to timeline manually, these are “Manual Milestones.”

Issue: Manual Milestone types assumes that 1) the admin needs it for logging to rules engine AND 2) the user needs it to log manually to timeline. Turning “on” a manual milestone automatically makes it visible/accessible to the user in Milestone Type picklist on Timeline.

Why this matters: There are milestones that I want to automatically log for my CSMs, and I have to use Manual Milestones for these. However, a CSM should ONLY see milestone types that THEY are responsible for logging to timeline manually. They shouldn’t see the milestones that I’m already automatically logging for them using Rules Engine.

User Stories:

  • As a Gainsight User, I only see the Milestone Types that are relevant to me when logging a manual timeline milestone.
  • As a Gainsight Admin, I am able to configure which active Manual Milestone Types are available in Timeline and which are not.

Use Case: We use Manual Milestones to automatically log milestones to relieve the administrative burden from our CSMs (eg...Opportunity Stage Change, Risk Identified, Risk Resolved, CSM Sentiment Changed). The only Milestone Type that a CSM user logs themselves is “Verified Outcome Achieved.” Therefore, this should be the only Milestone Type they see when they log this milestone.

This is so needed.

This is a real problem! We were talking about this internally: the CSM sees a long list of milestones cluttering up the activity types, and may even record one of them by mistake.

Any updates on this? We need it as well!

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