Settings
Event Taxonomy
Universal CRM event families and event types. Events create truth; cockpit pages display it.
Event Families
High-level lanes for account, lead, discovery, proposal, quote, follow-up, and system events.
AccountContactLeadOutreachDiscoveryOpportunityProposal GateQuotePromiseFollow-UpObjectionCustomer ReferenceWar RoomSystem / Drift
Event Types
The common event language for Sales, Outreach, Discovery, Proposal Gate, Quote, and follow-up motion.
ACCOUNT_CREATED
ACCOUNT_APPROVED
ACCOUNT_TRIGGER_IDENTIFIED
ACCOUNT_SCORE_UPDATED
ACCOUNT_STAGE_CHANGED
ACCOUNT_OWNER_CHANGED
CONTACT_CREATED
CONTACT_IDENTIFIED
CONTACT_ROLE_CLASSIFIED
LEAD_CAPTURED
LEAD_CREATED
LEAD_IQ_UPDATED
LEAD_ASSIGNED
LEAD_STAGE_CHANGED
LEAD_OWNER_CHANGED
LEAD_SUPPRESSED
LEAD_TYPE_UPDATED
LEAD_PROFILE_ENRICHED
LEAD_MEETING_ARTIFACT_ADDED
CALL_SESSION_CREATED
CALL_SESSION_UPDATED
LEAD_CONVERTED_TO_OPPORTUNITY
OUTREACH_DRAFT_CREATED
OUTREACH_SENT
REPLY_RECEIVED
POSITIVE_REPLY_RECEIVED
TASK_CREATED
TASK_COMPLETED
DISCOVERY_SCHEDULED
DISCOVERY_COMPLETED
DISCOVERY_OUTCOME_CLASSIFIED
OPPORTUNITY_CREATED
OPPORTUNITY_STAGE_CHANGED
OPPORTUNITY_OWNER_CHANGED
OPPORTUNITY_AMOUNT_UPDATED
OPPORTUNITY_HEALTH_UPDATED
PROPOSAL_GATE_CREATED
PROPOSAL_GATE_SCORED
PROPOSAL_GATE_APPROVED
QUOTE_REQUESTED
QUOTE_TOKEN_CREATED
QUOTE_SENT
QUOTE_ACCEPTED
PROMISE_CREATED
FOLLOW_UP_TASK_CREATED
WAR_ROOM_ITEM_CREATED
BULK_IMPORT_COMPLETED
FOLLOW_UP_SENT
POLICY_EVALUATED
POLICY_BLOCKED
AGENT_SUGGESTION_CREATED
ACTION_INTENT_CREATED