Event dictionary
Every offer takes one event and delivers another. When the output of one offer is the input of the next, they chain into a stack. Vendor terms like "resolution" or "appointment" map onto these events. Version 1.0.0.
Sales
| Event | Meaning | Usually comes after | Usually comes before |
|---|---|---|---|
| Lead lead | A contact with basic data. | Nothing | Enriched lead, Contacted, Reply, Meeting booked |
| Enriched lead enriched_lead | A contact with enriched data. | Lead | Contacted, Reply, Meeting booked |
| Contacted contacted | A contact attempt was made (call connected or email delivered). | Lead, Enriched lead | Reply, Meeting booked |
| Reply reply | A reply was received. | Contacted | Meeting booked, Qualified opportunity |
| Meeting booked meeting_booked | A meeting was scheduled. | Lead, Enriched lead, Contacted, Reply | Meeting held |
| Meeting held meeting_held | The meeting actually took place. | Meeting booked | Qualified opportunity, Deal closed |
| Qualified opportunity qualified_opp | A qualified sales opportunity. | Meeting held, Reply | Deal closed |
| Deal closed deal_closed | The deal is closed and payment was received. | Qualified opportunity, Meeting held | Percentage of outcome |
Support
| Event | Meaning | Usually comes after | Usually comes before |
|---|---|---|---|
| Conversation handled conversation_handled | A conversation was processed, with no verification of the result. | Nothing | Ticket resolved |
| Ticket resolved ticket_resolved | A ticket was resolved, verified by the vendor's own rules. | Conversation handled | Nothing |
Finance
| Event | Meaning | Usually comes after | Usually comes before |
|---|---|---|---|
| Invoice processed invoice_processed | A document was processed. | Nothing | Invoice processed touchless |
| Invoice processed touchless invoice_processed_touchless | A document was processed with no human intervention. | Invoice processed | Nothing |
| Payment arranged payment_arranged | A payment arrangement was agreed. | Nothing | Invoice recovered |
| Invoice recovered invoice_recovered | The payment was actually received. | Payment arranged | Percentage of outcome |
General
| Event | Meaning | Usually comes after | Usually comes before |
|---|---|---|---|
| Percentage of outcome outcome_pct | A percentage of the money value of a result. | Deal closed, Invoice recovered | Nothing |