Understanding Object Types
Engagio supports multiple object types, including Accounts, People, Activities, and Opportunities.
Accounts - Accounts are organizations or companies.
Ex: ABC Company
People - People are individuals that may be contacts at an Account or leads who are not at an account from your MAP or CRM.
Ex: John Smith from ABC Company or John
Activities - Activities are events or tasks that are generated by people or accounts.
Ex: John Smith from ABC Company clicked an email or there were 3 web visits from Engagio last week.
Opportunities - Opportunities are deals that exist on an account that may or may not have people associated to them.
Ex: There is a new business opportunity for Engagio with a decision maker identified.