Activities

Activities record all interactions on accounts, contacts, and opportunities. Activities are synced from CRM and email/calendar integrations. Email body content is never stored — only metadata.

Activity Types

Type	Source	Description
Call	CRM Sync	Phone calls logged in CRM
Email	Google/Microsoft Sync	Email metadata (subject, timestamp, participants)
Meeting	Calendar Sync	Calendar events and meetings
Note	CRM Sync	Manual notes and comments

Privacy

Email body content is never stored
Only email metadata (sender, recipient, timestamp, subject) is captured
Email sync requires per-user OAuth authorization
Calendar sync captures event titles and participants, not descriptions

Scoring Impact

Activities feed multiple scoring categories:

Engagement — Activity recency, volume, trends, and engagement ratios
Velocity — Meeting cadence and engagement response time
Pipeline Health — Meeting recency on deals

Activity volume and recency are key leading indicators of account health and deal progression.