Create timeline activity from CTA
None
There're automated and self created CTA's where I would like to make a timeline activity for upon closure. Today I need to close the CTA, then go to C360 and create manually an activity.
It would be more efficient if there's an option upon closure of a CTA that gives you the choice to create an Activity in the C360 timeline. Maybe immediate redirection to an “ + activity” screen or
maybe pop-up screen at closure of a CTA.
It would be more efficient if there's an option upon closure of a CTA that gives you the choice to create an Activity in the C360 timeline. Maybe immediate redirection to an “ + activity” screen or
maybe pop-up screen at closure of a CTA.
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Slightly off topic, but scorecard comments should automatically log on timeline as well.
Scorecard:
Manu
do you have an update on this? Is it something that is on the roadmap?
Thanks!
Dietrich
In one of the previous release, we have released a feature where you can create a Timeline Entry’s from the CTA itself
Screenshot:
Marking this as partially fixed because as Phani says above, you can now create a Timeline activity from a CTA. However, the original request was upon closure of a CTA, present the choice to create an Activity.
+1 for automating the creation of timeline activities when a CTA is completed.