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?
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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
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
thank you!
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