Action Categories and Types

To describe the channel of an interaction — such as Meeting , Phone call , Email , or Mail — or intent of an action — such as Task/Other , track its category.

To further describe actions, your organization can also configure — in the database view — types based on the categories. For example, for a category of Mailing, you may set up additional types of Birthday and Inquiry.

Tip: In the database view, you can set up and manage the available types from the Actions category in Tables under Configuration.