Completed tasks, notes and emails can get pushed up to the Activity object on a Salesforce Lead or Contact. When posted, their naming conventions by default are as follows:
- Generic Tasks > [Outreach] Generic Task
- Notes on Profile > [Outreach] Note
- Outbound Message > [Outreach] [Email] [Out]
- Inbound Message > [Outreach] [Email] [In]
- Call (answered or unanswered) > [Outreach] [Call]
- Opened emails > [Outreach] [Opened]
- Clicked Link > [Outreach] [Clicked]
*Comments added the task in Outreach will also appear on the the ‘Comments’ area on the activity in salesforce.
CUSTOMIZING ACTIVITY POSTINGS
You can customize the default activity postings by going to your plugin settings in Outreach.