When I do the action Convert To > Promote To Response on a Phone Call Activity a new record of type Campaign Response is created.
This new record has a field originatingactivityid - which I suppose should be populated with the phonecall that I performed the action on, but it isn't.
How does the originatingactivityid work and how can I populate it?
Are there any ways to do it without any development ?
If no, have you deals with this issue before, with a plugin and what was your experience like?
Thanks Leah Ju , your answered solved my issue.
Hi magical,
Originating Activity: Choose the phone call, email, fax, letter, or appointment activity that led the prospect or customer to respond to the campaign.
By default, the field has not been added to the form of the campaign response.
After adding the field to the form, it can be populated with value from phone all automatically.
Save and Publish, Test:
Holly Huffman
103
Muhammad Shahzad Sh...
96
Most Valuable Professional
Gerardo RenterÃa Ga...
51
Most Valuable Professional