Synchronizing Data

When you link a job to an activityClosed Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales., the job and activity can exchange data. Data can be managed both in the activity and in the job and then copied to the other object. When you synchronize the data, the data is copied from the object where it is managed to the other one.

  1. In the side navigation, click > Activities.

  2. Click the name or timeline of the activity you want to synchronize.

    3. The activity's Details panel is displayed on the right side.

  3. In the Details panel, click the … button at the bottom right and select Sync Activity.

The data of the activity and the job are synchronized.