When reporting on TL entries associated to closing a CTA, we are struggling to find a way to link the TL entries initiated using the Outlook Plugin to the CTA. Without that Context ID of “CTA” the TL entry is orphaned from the CTA it was meant to close. Is there a way to associate TL entries after they have been made back to a CTA?
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Hello
We cannot directly associate the CTA when logging emails to the timeline from the Outlook plugin; the user must manually go into the instance and associate the particular timeline entry with the CTA. We can associate it using the 'Associated Record' option in the timeline.
Please find the support document.
I hope the above explanation addresses your question. If not, please let me know if I misunderstood your inquiry.
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