Lead Events

Feature Snapshot

Summary:
Lead Events are discrete, real-time snapshots captured at every stage of a lead’s journey through a LeadConduit flow, recording all key data points, statuses, and error details.

Key Benefits:

• Provides granular insight into each individual processing step.
• Aids in troubleshooting and diagnosing errors effectively.
• Creates a complete audit trail for regulatory and performance reviews.
• Enables optimization of flow configurations by exposing bottlenecks.

Typical Use Cases:

• Diagnosing why a specific lead failed or encountered errors.
• Auditing and reporting on overall lead flow performance.
• Monitoring the performance of different processing steps and recipient outcomes.
• Training team members on lead processing and system behavior.

How the Lead Events works

Lead Events are automatically generated each time a lead is processed through a step in your LeadConduit flow. Whether a lead is received, enhanced, filtered, or delivered, an event is recorded that captures its field values, rule outcomes, error codes, and timestamps. This continuous log enables a comprehensive view of the lead’s lifecycle—from submission through final outcome—thus providing actionable insights to optimize performance and troubleshoot issues.

Step‑by‑Step Instructions

1. Log In and Navigate:
   Sign in to your LeadConduit dashboard and open the flow you wish to analyze.

2. Access the Events Tab:
   Click the “Events” tab in the flow’s navigation area to display all recorded Lead Events.

3. Filter the Events List:
   Use available filters (such as time period, event type, or outcome) to focus on the events pertinent to your analysis.

4. Review Individual Lead Events:
   Click on a specific lead event to expand its details, showing the timeline, field mappings, error messages, and processing status.

5. Analyze the Data:
   Compare the detailed event data against your expected flow configuration to identify mismatches or recurring issues.

Expected Result:
The lead detail view displays a comprehensive timeline that shows every processing step with corresponding statuses, field values, error codes, and timestamps.

📷 Screenshot Placeholder: [Insert UI image or GIF showing the expanded LeadConduit Events view]

Validation & Monitoring (optional)

• Test the Setup: Submit a test lead with known parameters and confirm that a complete event trail is recorded in the Events tab.
• Where to Monitor?: Monitor feedback in the LeadConduit Events tab within the specific flow and check integration log files for consistency.

Best Practices

• Regularly review Lead Events to detect patterns that may indicate process inefficiencies or recurring errors.
• Use event insights to refine acceptance criteria, filter rules, and recipient configurations for continuous optimization.
• Document error codes and corresponding resolutions to build an internal reference guide for troubleshooting.
• Incorporate Lead Events analysis into training sessions to familiarize new team members with system behavior.

Troubleshooting

Frequently Asked Questions (FAQ)

What is a Lead Event?

A Lead Event is a real-time snapshot capturing the state of a lead at a specific processing step within a LeadConduit flow, including field data, rule outcomes, error codes, and timestamps.

Why are Lead Events important?

They provide detailed insights into each stage of lead processing, enabling effective troubleshooting, flow optimization, and audit tracking, which ultimately enhance lead quality and performance.

How do I access Lead Events?

Log in to your LeadConduit dashboard, select the flow you want to analyze, and click on the “Events” tab. Use the provided filtering options to drill down into specific event details.

Glossary