Funnel Events
The driving force within CaliberMind is the “Event” – or a combination of tasks, campaign activity, and other benchmarks that businesses need to analyze their activities. Specific events on the Lead, Contact, and Opportunity records help to define the actions that trigger movement through the funnel stages.
Once these events are configured, they become available within the event table and signal these funnel movements – such as a stage change or early exit.
Event Types
There are two event types available – History and Static – which are based on the field values of an object’s records.
History
Events that are based on a single field and that have History Tracking for the field are enabled in Salesforce or Audit records are enabled in Dynamics).
Note: If history tracking is not enabled for the field, this method cannot be used
Static
Events that are based on a single field and its current value. The value will change if the field is updated, and we will not capture updates prior to the rule being turned on.
Note: This event type is mapped to a single field on the respective object(s) set
