Best practices to manage activity types and subtypes
How do you determine which types of activities get their own activity type, and which ones fall under a subtype?
Follow up, how do you manage subtype logging? If you sync to Salesforce, do you sync the subtype?
For example, Call is a very generic activity type. We added Welcome Call as a new activity type as this is a key milestone in timeline. But what about other types of calls? We don’t want to have too many activity types available to choose from to avoid confusion. (Same goes with Meeting).