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

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  • Updated 9 months ago
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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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Heather Landgraf

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Posted 9 months ago

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Hitesh Sharma, Employee

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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
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Heather Landgraf

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thank you!