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Event Types

IDDefinition
0Email Invitation Sent
1Customer Read Invitation Email
2Customer Viewed Online Proposal
3Customer Accepted Online Proposal
4Customer Made a Payment
20Call (outbound)
21Call (outbound, no answer)
22Call (inbound)
23Email (outbound)
24Email (inbound)
25SMS
26Instant Message
27In Person Meeting
28Appointment
29Activity (Miscellaneous)
30Busy
31Note
32Action Complete
40On-site Installation
41On-site Maintenance Visit
42On-site Sales Visit
44System Changed
45Project Assigned
49Finance Application Accessed
50Finance Application Updated
51Docusign Contract Viewed
52Docusign Contract Completed
53Docusign Authentication Failed
54Docusign Account Disconnected
55Contact Missing Phone Number
56Project Stage Changed
57Docusign SMS Authentication disabled
59Finance Decision Updated
60Financed Project Status Updated
61Customer Signed Loan Agreement
62Loan Agreement Complete
63Docusign Contract Signed
64Docusign Contract Re-Created
65Docusign Countersigner Not Properly Configured
66Docusign Contract Reset
67Customer Signed Docusign Envelope
68Docusign Envelope Complete
71Proposal Acceptance Documents Emailed
72Notice to Proceed Issued
73Disbursement Complete
74All Stipulation Documents Uploaded
75Stipulation Cleared
91Change Order Submitted
96Project Assigned to Designer
97Project Assigned to Salesperson
100Project Deleted
101Reduced Stock
102Increased Stock
103Project Marked as Sold
104Project Marked as Installed
105Customer Viewed Expired Online Proposal
106Project Workflow Changed
107Project Duplicated (Original)
108Project Duplicated (Duplicate)
130Change Order Accepted
131Change Order Complete
132System Option Added
133System Option Deleted