Terminology:
Engagements: The
Engagementobject is used to represent an interaction noted in a CRM system.Engagement Types: The
Engagement Typeobject is used to represent an interaction activity. A givenEngagementtypically has anEngagement Typeobject represented in the engagement_type field.Tasks: The
Taskobject is used to represent a task, such as a to-do item.Notes: The
Noteobject is used to represent a note on another object.
What is the difference between Engagements and Engagement Types?
Merge now supports Engagements & Engagement Types common models. These two particular common models are intended to represent any historical and/or important interaction with a customer! This could include, but is not limited to, a call, an email, or a meeting.
The Tasks common model represents to-dos in a CRM. It does not mean that something has happened, but tracks what is going to happen! This is similar to our Notes common model, in that these are both typically internal-facing for a CRM user.
If you are still unsure of which common model you should be using, please contact us on Intercom. We would be more than happy to assist!