The Lifecycle of a Lead Event

The following diagram shows the possible lifecycle of a Lead Event business object:

The Lead Event lifecycle is comprised of the Pending, Complete, and Canceled states. Lead events are initially created in the Pending state. The pending lead event is activated by a trigger date, which moves the event to the Complete state. The system automatically cancels a pending lead event when the user cancels the event and moves it to the Canceled state.

Pending state: Lead events are initially created in the Pending state. A lead event can take a number of paths after it is created; it all depends on how you’ve configured the system.

Complete state: A lead event contains a date when it should be activated. This is referred to as its trigger date. On this date, the system invokes the algorithm associated with the lead event to execute the event or action. A user may complete a pending event at their discretion.

Cancelled state: A pending event will be cancelled automatically by the system when a lead is canceled. A user may cancel a pending event at their discretion.

Refer to Maintaining Lead Events for more information.