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Question

is there a way to see what ctas were fired due to tasks created in timeline

  • September 7, 2017
  • 2 replies
  • 30 views

heather_landgraf
we are trying to determine what CTAs were created due to a CSM adding tasks in a Timeline activity.  Is there a way to denote which those are to build a report?

2 replies

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  • Gainsight Employee ⭐️
  • September 7, 2017
Hi Heather,

There's a field called 'Source', which tracks from were the CTA was created.

For all the CTA's created from Timeline, we track Source as Activity, you can build a report as,

 

Let me know if anymore information is required.

Regards,
Hitesh

heather_landgraf
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • September 7, 2017
thank you!