Field Name | Description |
Activity Date | Date of the Activity |
Account | Lookup to the related Account |
Account Stage | Snapshot of the Account Stage (see Account Lifecycle) |
Opportunity | Lookup to the related Opportunity |
Opportunity Stage | Snapshot of the Opportunity Stage |
Lead | Lookup to the related Lead |
Lead Stage | Snapshot of the Lead Stage |
Cadence Step | Marks the Activity # in the outbound effort while the Account stage is 'prospecting' (see Account Lifecycle) |
Mins Since Last Outbound Touch | Measures how many minutes have elapsed since the last outbound touch |
Mins Since Last Engagement | Measures how many minutes have elapsed since the last engagement |
Outbound Touches Since Last Engagement | Measures how many outbound touches have occurred in a row since the last time an Account was engaged. |
Direction (picklist) | outbound or inbound |
Contact Engaged (checkbox) | denotes if the Activity qualified as Engaged (see article) |
Opp Generator (checkbox) | denotes that this was the last activity before an Oppt was created. Triggered either during a Lead Conversion or an Opportunity being created when the Account Lifecycle is in 'prospecting' stage |
Subject | Copy of Task.Subject |
Comments | Copy of Task.Description |
Activity Tags | A standard field that can be used with Trackers and default reports |
Call Disposition | A standard field that can be used with Trackers and default reports |
Hour of Day | A standard field that can be used with Trackers and default reports |
Day of Week | A standard field that can be used with Trackers and default reports |
Team | Snapshot of User.Team |