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kcsp
January 11, 2021
Released

Ability to Associate Timeline Entry to a Call to Action without having to be in the CTA Timeline tab

Related products:CS Timeline & Activity Tracking
  • January 11, 2021
  • 11 replies
  • 186 views

In order to have a Timeline Activity associate to a CTA, a CSM has to log the Timeline entry from the CTA Timeline tab. It would be nice if CSMs were able to associate a Timeline Activity to a CTA from the C360 or global Timeline as well. The current functionality leaves room for error when a CSM is used to entering activities through global or C360 timelines, but may want to associate the entry with a CTA. If this happens, the CSM would have to copy or delete the entry and re-enter via the CTA Timeline tab in order for the associate to be made.

11 replies

anirbandutta
Expert ⭐️
February 16, 2023
Planned→Implemented
It's an opportunity for engagement