The Components of a Lead

A lead has two components: A Lead Event and a Lead Log.

Lead Event

A lead has one or more lead events. These events are the actions designed to encourage a customer to participate in a program. For example, one event could be that a letter or an email is sent to a customer.

Refer to The Big Picture of Lead Events for more information.

Lead Log

Every lead has a log holding its history. Entries are added to the log when meaningful events occur, for example:

  • When a lead is created
  • When a lead’s status changes (e.g. transitions to the active, successful or discarded state)
  • When a lead event executes
  • Users can manually add log entries as desired.