How are Lead Events Created

If a lead is created in a Pending state, there are no lead events associated with the lead. It is only when leads are created in or transitioned to the Active state, that lead events are created for the lead. The initial number of events and when the events shall occur are inherited from the lead’s initiative.

Some types of events can also get created as a result of special actions on the lead. For instance, when a lead process requires a third party representative to perform one or more tasks after signup, the Sign Up action on the Lead portal automatically creates the Notify Third Party lead event.