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!

Did this answer your question?