Skip to main content
Question

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

  • September 7, 2017
  • 2 replies
  • 29 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

Forum|alt.badge.img+1
  • Gainsight Employee ⭐️
  • 213 replies
  • 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 ⭐️⭐️⭐️⭐️⭐️
  • 74 replies
  • September 7, 2017
thank you!

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings