Lesson 5 of 6 • 10 min read • Intermediate

Activities & History

Your engagement timeline. Learn how tasks, calls, meetings, and emails migrate to preserve your complete history.

Your Engagement Story

Activities show what your team has done and what's planned. Every call, meeting, task, and email creates a timeline of engagement. This history is invaluable for understanding customer relationships.

What Activity Data Transfers?

Tasks
To-dos, due dates, completion status, and assignments
Calls
Call logs with duration, notes, and outcomes
Meetings
Meeting records, attendees, and outcomes
Emails
Email history with subject, body, and timestamps
Activity Owners
Who performed or is assigned each activity
Related Records
Links to accounts, contacts, and deals
Timestamps
When activities occurred or are scheduled

Key Takeaways

  • Activities migrate after accounts, contacts, and deals (they need records to link to)
  • All activity types transfer: tasks, calls, meetings, and emails
  • Complete engagement history is preserved with timestamps and relationships