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