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heather_landgraf
heather_landgraf
Contributor ⭐️⭐️⭐️⭐️⭐️
September 7, 2017
Question

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

  • September 7, 2017
  • 2 replies
  • 41 views
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

    H
    Gainsight Employee ⭐️
    hitesh_sharma
    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
      heather_landgrafAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      September 7, 2017
      thank you!
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