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Manage Plans on Journeys for Web Users

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1. Feature Overview

Plans in LeadSquared are structured visit schedules created for sales users to manage their field activities over a specific date range. They help organize which leads a sales user should visit, on which days, and what tasks they need to complete during those visits.

Plans can be created by selecting leads manually or through lead templates (Beats). Admins and Managers approve and reject users’ plans as well as create new plans on the Manage Plans page. Admins can also delete irrelevant plans. Once a plan is published or approved, the configured To-Dos will be created against the added leads. The plan execution can then be tracked by users through My Trips, Tasks, Task Smart Views, etc., on the LeadSquared mobile app.

Note:

  • Only Admins, Sales Managers, Reporting Managers and Sales Group Managers can access Journeys on the Web App. Sales users can access plans on the Mobile App.
  • To know more about Lead Templates, refer to Manage Lead Templates on Web App.

Leadsquared - Journeys

 

2. Prerequisite

 

3. How It Works

Plans help managers organize and monitor field visits for their sales users through a structured workflow:

  • Create a Plan: Admins or managers create plans for users by selecting a date range and adding leads either manually or through lead templates (Beats).
  • Submit or Publish the Plan: The plan can be submitted for approval or published directly (depending on configuration).
  • Review: Admins and managers review submitted plans and either approve or reject them. Rejected plans are sent back to the user for edits.
  • Task Creation: Once a plan is approved or published, the configured To-Dos are automatically created for the assigned leads.
  • Plan Execution: Sales users execute their visits through the LeadSquared mobile app using My Trips, Tasks, and Smart Views.
  • Tracking and Management: Admins and managers can monitor, edit, export, or delete plans from the Manage Plans page when required.

This workflow ensures field visits are planned in advance, properly approved, and easily tracked during execution.

 

4. Create Plans for Users

To create plans for your users –

  1. Navigate to Field Sales Suite>Journeys>Manage Plans.
  2. Click Create. Under Select User, select the user you want to assign this plan to.
  3. Enter the Date Range of the plan and select the relevant working days for the user.
  4. Under Create Plan With, you can choose to create this plan by searching for leads manually or using a pre-existing lead template (Beats). Once you select the relevant option, click Next.

Leadsquared - Journeys

4.1 Create Plans with Lead Templates

  1. Once you land on the Create Template (Beat) Plan page, on the left side, select a Template.
  2. To add the Template to a date on the plan, select the date. On the relevant date, a number denoting the leads already assigned to the user on that particular day (i.e., user’s task load) is displayed. The number mentioned above each date represents the number of tasks assigned. Clicking the number will open a popup with a list view of the tasks.
  3. Repeat this process to add Templates on all the dates added. Any holiday falling within the plan duration will automatically be blocked.
  4. To add a lead to the plan, click the relevant date. Alongside the lead name, click the plus icon.  Once added, you can create a joint meeting for this lead with your user by sliding the Joint Meet toggle. When this setting is enabled, users will be able to plan joint meetings with their respective managers/reportees while creating or approving a plan.
  5. Any holiday falling within the plan duration will automatically be blocked. To delete a plan for the day or add a day block, alongside the date, click Three dots and select the relevant option.
  6. Once you’re done, click Submit for Approval or Publish.

Leadsquared - Journeys

4.2 Create Plans with Leads

  1. On the left side of the page, you can view the dates of the plan. The number mentioned above each date represents the number of tasks assigned. Clicking the number will open a list view of the tasks on the right side of the page.
    On the right side of the page, you can also view all the leads assigned to the selected user.  And you can view the distance between each lead on the map and plan accordingly.
  2. To add a lead to the plan, alongside the lead name, click the plus icon.  Once added, you can create a joint meeting for this lead with your user by sliding the Joint Meet toggle.
    • You can also add leads by drawing on the map. On the bottom of the map, select how you want to draw the area on the map – Freehand, Polygon, or Circle. Once you draw a territory, the leads assigned to the user within that will be added to the selected day’s plan.
  3. To delete a plan for the day or add a day block, alongside the date, click Three dots and select the relevant option.
  4. Once you’re done, click Submit for Approval or Publish.
Note: Only leads with location will be displayed on the map.

Leadsquared - Journeys

 

5. Approve or Reject Plans

As an Admin, Sales Manager, Reporting Manager or Sales Group Manager, you can approve or reject lead-based as well as template-based plans submitted by your users.

  1. In Journeys, on the Manage Plans page, under Pending, you can view all the plans you haven’t approved or rejected yet.
  2. To filter specific plans, click the Filter icon and choose relevant filters.
  3. To view the details of a plan, click on it. The number of leads added on the plan for each day will be visible on the calendar. Click on a day’s lead count to view added leads.
    • To view the lead’s details, click on the lead name. You will now be directed to the Lead Details page on a new tab.
  4. To create a joint meeting for any of the leads, under the relevant lead name, slide the Joint Meet toggle. Then, click Update.
  5. Once you’re done reviewing the plan, click Approve or Reject. If you click Reject, you must write a comment on why you’ve rejected the plan. Approved and rejected plans move from Pending to the All section. In All, view all plans, including Pending, Approved, and Rejected ones. The rejected plans are sent back to the user to edit if they have not expired.

Note: Plans must be approved/rejected on or before their start date. For instance, if a user’s plan begins on February 3rd, the manager must approve it by that date at the latest. If no action is taken by the 3rd, the plan will expire. If Auto-Approval is enabled by the admin in the Journeys settings, the pending plans will be approved automatically on the day of the plan.

Leadsquared - Journeys

 

6. Edit Pending or Approved Plans

Pending or approved plans submitted by your users can be edited to add or remove leads, block a day or revoke a user’s holiday.

Note: You must be an Admin, Sales Manager, Reporting Manager or Sales Group Manager.

6.1 Edit Pending Plans

You can edit plans that are pending for approval to ensure that the user’s plan is optimized.

  1. Navigate to Manage Plans on Journeys.
  2. Select the relevant plan in the Pending status.
  3. Click the Edit icon and you will be redirected to the Edit Plan page.
  4. Here, you can make the relevant changes to the plan and click Update Plan.

Leadsquared - Journeys

6.2 Edit Approved Plans

You can also edit plans that are already approved. This lets you reduce or increase tasks for your user based on their existing plan.

  1. Navigate to Manage Plans on Journeys.
  2. Toggle from Pending to All.
  3. Select the relevant plan in the Approved status.
  4. Click the Edit icon and you will be redirected to the Edit Plan page.
  5. Once you’ve made the relevant edits to the plan, click Update Plan.

Leadsquared - Journeys

 

7. Import Lead-Based Plans for Users

Note: This setting will be visible only if you are an admin.

As an admin, you can bulk upload lead-based plans for your users. To enable this, you must complete a One-Time Setup by selecting a primary unique identifier for each lead (e.g., email, phone number, first name, etc.) to be used when importing plans. A unique lead identifier is a unique piece of information used to distinguish one lead from another in a database. It helps identify existing leads and prevents creating duplicate leads in your account. You can update or change this unique identifier at any time after the initial setup.

  1. Navigate to Field Sales Suite>Journeys>Manage Plans.
  2. Click the Settings gear icon at the bottom-left corner of the page and select Import.
  3. You will see a dropdown under Set Unique Lead Identifier containing all the lead fields that are marked as unique on your LeadSquared account.
  4. From the dropdown, select the relevant option.
  5. Click Confirm.

Leadsquared - Journeys

You will be redirected to the Import Plan page. Before you move forward with your plan import, ensure that you have exported your leads. To learn more, see How to Export Your Leads/Lead Details? . Once the lead details CSV is downloaded, open the file in MS Excel.

Then, to import lead-based plans for users,

  1. On Journeys, select the Start Date and End Date of the plan you are about to create.
  2. Click Download Sample and open the file in MS Excel.
  3. From the previously downloaded lead details CSV file, take the unique identifier of the lead and the email ID of the user you are creating the plan for.
  4. Ensure that –
    • You have not added, removed, modified the column headers in the CSV file or change the file format.
    • The plan dates are formatted as DD/MM/YYYY and fall within the plan duration selected in the Import Plan page.
    • You are adding the correct unique lead identifier against the planned dates and users.
    • The leads are correctly mapped either to the Admin or the user added for generating the plans.
    • The user email IDs are active users in LeadSquared User Management.

5. Once you have saved the file, on the Import Plan page in Journeys, click Browse Files and select the relevant CSV file for import.

Leadsquared - Journeys

To ensure that the plan file has been imported,

  1. Click the Refresh icon alongside History.
  2. If the status says “Successful”, then your plan has been created. If it says “Failed”, this could mean that there is an error in the file.
  3. To understand errors in your plan file and make corrections, click the Download icon and download the report.

Leadsquared - Journeys

The possible errors could be –

Reason Error
Lead not found “Lead does not exist. Please check if the Lead ID is incorrect or the Lead is deleted.”
Multiple errors “Error found in one or more planned dates for this user.”
Date falls outside duration “Planned date is outside the planned duration. Please remove this date from the plan and upload the file again.”
User not found “User does not exist. Please check if the user is inactive or the email is incorrect.”
Users limit surpassed “Total number of unique users exceeded the limit of 100.”
Daily lead limit surpassed “Maximum leads per day exceeded the limit of 40.”

Note:

  • Individual plans will be created for each user based on the provided Start Date and End Date. For example, if 30 user email IDs are added, 30 separate plans will be generated with the specified start and end dates.
  • If no leads are assigned to plan dates within the plan duration or if the dates are omitted in the file, those dates will be left empty.
  • Only 100 Individual Plans can be uploaded via Import at one time.
  • Templates, Joint Meetings, Minimum Quota, Overlapping Date Ranges Restrictions, Day Blocking, Default Plan Duration and Workday Templates are currently not supported in this feature.

 

8. Export Plans

Admins can export plans created by users directly from the LeadSquared web app. They can choose to export plans created by all users or limit the export to specific sales groups or teams. Additionally, admins can filter the export by the date range when the plans were created and by their status.

Note: To learn more about Sales Groups and Teams on LeadSquared, see What is the difference between Sales Groups and Teams?

To export plans –

  1. In Journeys, navigate to Manage Plans and click Export.
  2. On the Export Plans pop-up, select the Users Groups whose plans you want to export. You can choose All Users, Sales Groups, or Teams. If you select Sales Groups or Teams, you can choose multiple options using the multi-select dropdown.
  3. Select the Date Range for the plans. The date range is based on when the plans were created, not the plan start date. You can choose to export the data from the Last 30 Days, This Month, or a Custom date range (Upto 90 days).
  4. Select the relevant Plan Statuses from the multi-select dropdown. The available options include Approved, Auto-Approved, Pending, Not Submitted, Published, and Rejected.
  5. After selecting the required options, click Export. On the Export Request Queued pop-up, click Okay.

Leadsquared - Journeys

8.1 View Export Request and Download CSV

Once your export request is queued –

  1. Navigate to Settings>Request History on Journeys. You can view your Journeys Data Export here.
  2. Click the Download Report icon under Action to download the data as a CSV file.

Leadsquared - Journeys

 

9. Delete Plans

Admins can delete incorrect or irrelevant plans created by users to clean up data when Approvals is enabled or disabled.

9.1 Delete Plans when Approvals is disabled

Admins can permanently delete a submitted plan from Journeys in the web app. When a plan is deleted, all tasks created for the planned leads are also deleted.

To delete a plan –

  1. In Journeys on the web app, select the plan you want to delete.
  2. Click the Delete icon at the top of the plan grid.

In the confirmation popup, click Delete Plan to permanently delete the plan and its associated tasks.

Leadsquared - Journeys

9.2 Delete Plans when Approvals is enabled

In this scenario, Admins can only delete the plans that are rejected. Approved plans cannot be deleted.

Leadsquared - Journeys

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

If I have more than 1 lakh leads, what order or criteria will they be exported?

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Only the first 1 lakh leads will be exported based on the sorted column on the grid.

For more information on lead export, see How to Export Your Leads/Lead Details.

Why can’t I export selected/chosen leads from the Manage Leads grid?

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You can’t export selected leads. All leads on the Manage Leads grid are exported in keeping with the export limits.
To export specific leads, instead of selecting them randomly from the grid –

  1. Apply a filter or perform an advanced search or a quick search and then try to export.
  2. Only the results of the quick search, quick filters and advanced search will be exported.

For more information on lead export, see How to Export Your Leads/Lead Details.
To learn about Advanced Search, see How to Use the Advanced Search Feature.

Manage Lead Templates on Web App

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1. Feature Overview

Lead Templates are a logical group of leads created based on similar properties like geographical proximity. Users can add these templates to plans instead of adding leads individually for each date in a plan. To know more about Plans, refer to Setting up Journeys on the Web App.

 

2. Prerequisite

  • Users must have the latest version of the LeadSquared mobile app installed on their devices.
  • Users must have Journeys enabled in their account. To enable this feature, reach out to support@leadsquared.com.
  • Users must enable Templates on Journeys settings.

 

3. Create Lead Templates

  1. Navigate to Apps>Journeys. On the left-most side of your screen, click Beats icon.
  2. Click Create.

3.1 Set-up Lead Templates

  1. Under Select User, select the user you want to assign this template to. To display all available leads, uncheck the Show only assigned user’s contacts checkbox.
  2. Under Details, enter the template name and give it a description.
  3. You can pick a colour for this template to distinguish it from the rest.
  4. Click Next.

3.2 Select Contacts

  1. Under All Contacts, alongside the lead you wish to add, click Black add icon.
  2. You can also add leads by drawing on the map. On the bottom of the map, select how you want to draw the area on the map – Freehand , Polygon, or Circle. Once you draw a territory, the leads within that will be added to the template.
  3. To filter the leads, click and choose relevant filters.
  4. To view the leads you’ve added, click the ‘N’ of 10 Added section.
  5. To delete a lead from the template, click Delete icon.
  6. Once you’re done, click Save.
    • If you want to delete the template you’ve worked on before saving it, click Discard.

LeadSquared - Create Beats

 

4. Manage Lead Templates on Web App

  1. Navigate to Apps>Journeys. On the left-most side of your screen, click Beats icon.
  2. On the left side of the page, all saved templates will be displayed.
  3. To filter the templates, click and choose relevant filters.
  4. To view a template’s details, click on the relevant card. All the leads added in that template will now be displayed. To view a lead’s details, click on the lead name.
  5. To reassign this template to a different user, click Reassign. On the Reassign template pop-up, select the user you want to assign it to.
  6. To edit the template, click edit.
  7. To delete the template, click Delete Portal Designer.
    • You can also edit, delete, or reassign templates directly on the template card by clicking Three dots.

LeadSquared - Manage Beats

 

Rename Lead Templates

To rename the Lead Template entity –

  1. On the Journeys page, click mobile settings icon.
  2. On the left side of the screen, under Settings, select Advanced.
  3. Under Rename Modules, alongside Templates, click edit.
  4. Enter the relevant display name and the plural term for it.
  5. Once you’re done, click Check icon.

LeadSquared - Rename Templates

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

UTC Mail Merge Fields

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1. Feature Overview

This article lists the various mail merge fields available in the Universal Telephony Connector (UTC).

 

2. Prerequisites

  • The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com.
  • You must be an Administrator user to access the connector configuration.

 

3. Click2Call Mail Merge Fields

Note: The following click 2 call parameters have been deprecated –

  • @customerNumber
  • @agentNumber
  • @virtualNumber

Refer to the table below for alternatives.

Fields  Description
Virtual Number Fields –
@VirtualNumberWithoutCC Virtual Number/Display Number/Caller ID/DID without country code
@VirtualNumberWithCC Virtual Number/Display Number/Caller ID/DID with country code
@VirtualNumberTag Tag Configured for Virtual Number/Display Number/Caller ID/DID
Entity Fields –
@entityId This parameter is dynamic and gets resolved based on the calling context to either LeadID, OpportunityID, or TicketID.
Opportunity Fields – 

Note: Only the following 3 Opportunity fields are available for Mail-Merge.
@opportunityId Opportunity Id
@opportunityType Opportunity Type
@opportunityTelephonyMappingId Opportunity – Telephony Mapping Id
Activity Fields – 
@{Activity:ActivityEvent_Note, } Activity notes
@{Activity:Status, } Activity status
@{Activity:Owner, } Activity owner
@{Activity:mx_Custom_1, } Custom activity field
@{Activity:mx_Custom_2, } Custom activity field
@{Activity:mx_Custom_3, } Custom activity field
@{Activity:mx_Custom_4, } Custom activity field
@{Activity:mx_Custom_5, } Custom activity field
@{Activity:mx_Custom_6, } Custom activity field
@{Activity:mx_Custom_7, } Custom activity field
@{Activity:mx_Custom_8, } Custom activity field
@{Activity:mx_Custom_9, } Custom activity field
@{Activity:mx_Custom_10, } Custom activity field
 Lead Fields –
@{Lead:FirstName, } Lead’s first name
@{Lead:LastName, } Lead’s last name
@{Lead:EmailAddress, } Lead’s email address
@{Lead:Source, } Lead’s source
@{Lead:Notes, } Notes on the lead
@{Lead:Phone, } Lead’s phone number
@{Lead:Mobile, } Lead’s mobile number
@{Lead:Website, } Lead’s website
@{Lead:Company, } Lead’s company
@{Lead:JobTitle, } Lead’s job title
@{Lead:Score, } Lead’s score
@{Lead:CreatedOn, } Lead creation date
@{Lead:ModifiedOn, } Lead modified date
@{Lead:LeadConversionDate, } Lead conversion date
@{Lead:mx_Street1, } Lead’s address 1
@{Lead:mx_Street2, } Lead’s address 2
@{Lead:mx_City, } Lead’s city
@{Lead:mx_State, } Lead’s state
@{Lead:mx_Country, } Lead’s country
@{Lead:mx_Zip, } Lead’s zip code
@{Lead:OwnerIdName, } Lead owner
@{Lead:OwnerIdEmailAddress, } Lead owner’s email id
@{Lead:CreatedByName, } Lead created by
@{Lead:ModifiedByName, } Lead modified by
@{Lead:SourceCampaign, } Source campaign
@{Lead:SourceContent, } Source content
@{Lead:EngagementScore, } Engagement score
@{Lead:Revenue, } Lead value
@{Lead:TwitterId, } Lead’s Twitter id
@{Lead:FacebookId, } Lead’s Facebook ID
@{Lead:LinkedInId, } Lead’s LinkedIn ID
@{Lead:SkypeId, } Lead’s Skype ID
@{Lead:GTalkId, } Lead’s Google Talk ID
@{Lead:GooglePlusId, } Lead’s Google Plus ID
@{Lead:PhotoUrl, } Photo URL
@{Lead:CurrentOptInStatus, } The current opt-in status
@{Lead:OptInDate, } Lead opt-in date
@{Lead:OptInDetails, } Lead opt-in details
@{Lead:LastOptInEmailSentDate, } The last opt-in email date
@{Lead:LeadAge, } Lead’s age
@leadId Lead Id
@leadPhone Lead Phone number without country code
@PhoneNumberWithCountryCode Lead Phone number with country code
@CountryCode Lead’s country code
@{Lead:ProspectAutoId,} Lead identification number
Account Fields –
@{Account:City , } Account’s city
@{Account:CompanyName , } Account’s company name
@{Account:Country , } Account’s Country
@{Account:Fax , } Account’s fax number
@{Account:Phone , } Account’s phone number
@{Account:State , } Account’s state
@{Account:Street1 , } Account’s street address 1
@{Account:Street2 , } Account’s street address 2
@{Account:TimeZone , } Account’s time zone
@{Account:Website , } Account’s website
@{Account:Zip , } Account’s zip code
@{Account:ShortCode , } Account’s shortcode
@{Account:Plan , } Account’s plan
User Fields – 
@{User:EmailAddress , } Agent’s email address
@{User:FirstName , } Agent’s first name
@{User:FullName , } Agent’s full name
@{User:LastName , } Agent’s last name
@{User:MiddleName , } Agent’s middle name
@{User:AssociatedPhoneNumbers , } Agent’s associated phone numbers
@{User:UserId , } Agent’s user Id
@{User:AccessKey , } Agent’s access key
@AgentNumberWithCC Agent Number with country code
@AgentNumberWithoutCC Agent Number without country code
@agentName User Name
@agentEmail User Email Address
@{User:TeamId,} Team Id
@{User:GroupIds,} Comma-separated IDs of groups that the user belongs to

 

4. Call Disposition Mail Merge Fields

Fields Description
@agentNumber Agent’s number
@customerNumber Customer’s number
@virtualNumber Virtual number
@agentName Agent’s name
@agentId Agent’s ID
@callSessionId Call session ID
@ucid UCID
@campaignId Campaign ID
@notes Call notes
@comments Comments
@date Date
@dispositionValue Configured disposition value
@{User:emailAddress,} Agent’s email address
@{User:FirstName,} Agent’s first name
@{User:FullName,} Agent’s full name
@{User:LastName,} Agent’s last name
@{User:MiddleName,} Agent’s middle name
@{User:AssociatedPhoneNumbers,} Agent’s associated phone number
@{User:UserId,} User Id
@{User:AccessKey,} Agent’s Access Key
@{User:SecretKey,} Agent’s Secret Key

 

5. Agent Panel Mail Merge Fields

Fields Description
@{User:Address,} Agent’s address
@{User:AssociatedPhoneNumbers,} Agent’s associated phone numbers
@{User:AutoUserId,}
@{User:Availability,} Agent’s availability
@{User:AvailabilityStatus,} Agent’s availability status
@{User:CheckinCheckoutHistoryId,} Agent’s check-in check-out history Id
@{User:City,} Agent’s City
@{User:Country,} Agent’s Country
@{User:CreatedBy,} Created By
@{User:CreatedOn,} Created On
@{User:mx_Custom_1,} Custom Agent field 1
@{User:mx_Custom_2,} Custom Agent field 2
@{User:mx_Custom_3,} Custom Agent field 3
@{User:mx_Custom_4,} Custom Agent field 4
@{User:mx_Custom_5,} Custom Agent field 5
@{User:mx_Custom_6,} Custom Agent field 6
@{User:mx_Custom_7,} Custom Agent field 7
@{User:mx_Custom_8,} Custom Agent field 8
@{User:mx_Custom_9,} Custom Agent field 9
@{User:DateFormat,} Date Format
@{User:DateOfBirth,} Agent’s date of birth
@{User:DateOfJoining,} Agent’s date of joining
@{User:DateOfResignation,} Agent’s date of resignation
@{User:DeletionStatusCode,} Deletion status code
@{User:Department,} Agent’s department
@{User:Designation,} Agent’s designation
@{User:EmailAddress,} Agent’s email address
@{User:EmployeeId,} Agent’s employee Id
@{User:FirstName,} Agent’s first name
@{User:mx_Custom_Gender,} Agent’s gender
@{User:HolidayCalendarId,} Agent’s holiday calendar Id
@{User:ImportId,} Agent’s import Id
@{User:IsAdministrator,} Is Agent an administrator
@{User:IsAgencyUser,} Is Agent an agency user
@{User:IsBillingUser,} Is billing user
@{User:IsCheckedIn,} Is Agent checked in
@{User:IsCheckInEnabled,} Is check-in enabled
@{User:IsDefaultOwner,} Is default owner
@{User:IsEmailSender,} Is email sender
@{User:IsEmployee,} Is employee
@{User:IsPhoneCallAgent,} Is phone call agent
@{User:IsSoftPhoneEnabled,} Is the agent’s softphone enabled
@{User:IsWorkingToday,} Is the agent working today
@{User:LastCheckedIpAddress,} Last checked IP address
@{User:LastCheckedOn,} Agent’s last checked on
@{User:LastName,} Agent’s last name
@{User:ManagerUserId,} User ID of agent’s manager
@{User:MiddleName,} Agent’s middle name
@{User:ModifiedBy,} Modified by
@{User:ModifiedOn,} Modified on
@{User:ModifyAllLeadsOfGroup,} Modify all leads of group
@{User:OfficeLocationName,} Agent’s office location
@{User:Team,} Agent’s team
@{User:TemplateNames,} Permission templates
@{User:PhoneMain,} Agent’s main phone
@{User:PhoneMobile,} Agent’s mobile phone
@{User:PhoneOthers,} Agent’s other phone numbers
@{User:PhotoUrl,} Agent’s photo URL
@{User:Role,} Agent’s role
@{User:Groups,} Agent’s group
@{User:SalesRegions,} Agent’s sales regions
@{User:Signature_Html,} Agent’s signature HTML
@{User:Signature_Text,} Agent’s signature text
@{User:Skills,} Agent’s skills
@{User:State,} Agent’s state
@{User:StatusCode,} Agent’s status code
@{User:StatusReason,} Agent’s status reason
@{User:TeamId,} Agent’s team Id
@{User:TelephonyAgentId,} Telephony Agent’s Id
@{User:TimeZone,} Agent’s timezone
@{User:UserID,} Agent’s user ID
@{User:UserType,} Agent’s user type
@{User:ViewAllLeadsOfGroup,} View all leads of group
@{User:WorkDayTemplateId,} Workday template Id
@{User:ZipCode,} Agent’s zip code

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Manage Access for Email Templates

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1. Feature Overview

This feature allows users to restrict access to certain email templates in the application. You can restrict access to specific users, roles, groups, or just yourself. Only the selected users will be able to view these templates on the Email Library. You can manage access on the Email Library or while creating/editing an email template. Once this feature is enabled, an Accessible To column will be added on the Email Library grid to display the number of users who can access that template.

Some of the use cases for this feature are –

  • Data Security – By restricting access, unauthorized personnel can be prevented from viewing or using these templates. This helps in protecting organization’s data and maintain compliance with data privacy regulations.
  • Control Over Branding and Messaging – Access restrictions can help maintain consistency in branding and messaging, preventing unauthorized changes that could harm the company’s image.
  • Enhanced User Experience – With access restrictions, a cleaner and more streamlined user interface can be presented for each user by showing them only the templates relevant to their role.
  • Compliance and Legal Requirements – Access restrictions allow to control who can send emails with certain templates, ensuring compliance with legal requirements and reducing the risk of non-compliance.
Note: Email Templates are accessible to everyone by default.

LeadSquared - Manage email template access

 

2. Prerequisites

  • You must be the creator of the email template or an Admin/Super Admin to manage access for that template.

 

3. Manage Access for Email Templates on Email Library

  1. Navigate to Content>Email Library.
  2. Alongside the relevant Email Template, hover your cursor over LeadSquared - Settings icon and select Manage Access.
  3. On the pop-up window, under Accessible To, click the dropdown and select one of these options –
    • Everyone
    • Only Admins/Only Me
    • Specific User(s)
    • Specific Role(s)
    • Specific Group(s)
  4. To assign access to the relevant entity, select them and click Right Arrow. To remove them from the Assigned Users list, click Left Arrow icon.
  5. Click Save.
Note: The ‘Only Admins’ option will only be displayed to Admin users.

LeadSquared - Manage Access for Email Templates

3.1 View User Access

Once you’re done configuring access to users, you can view the number of users who can access the template under the Accessible To column. Click on the value displayed here to view the entities that have access to this template. Admins/creators of the template can also manage access to the template on this pop-up window.

LeadSquared - Accessible To

 

4. Template Access in Email Editor

Upon clicking the Use Template button in the Email Editor, only the templates accessible to the user will be displayed. In case the logged in user does not have access to any templates, they’ll receive a “No records to display” message.

LeadSquared - Use Template in Email Editor

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Customize Opportunity Details View on Mobile

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1. Feature Overview

Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the Opportunity Details page. To display different Opportunity Details page views for different teams, you can select the –

  • System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) you want to display to your users
  • Actions your users can perform (Send Email, Call Lead, etc.) from the Opportunity Actions dropdown
  • Quick Action Buttons
  • Opportunity fields you want to display on the Opportunity V-Card
Note: This article deals with Opportunity Details View Customization (ODVC) on the mobile app. To know more about ODVC on the web app, click here.

 

2. Prerequisite

You must have the latest version of the LeadSquared mobile app enabled in your account.

 

3. Opportunity Details View Customization (ODVC)

To customise the opportunity details view (ODVC) on the mobile app –

  1. Navigate to My Account>Settings>Mobile App>Details Customization and click Enable.
  2. Alongside Customize details for, click the dropdown and select Opportunities. Then, select the Opportunity Type. If customization is disabled for that particular Opportunity type, click Enable again.
  3. Enter the name and description of your view.
  4. Select the view to be customized – Tabs or Actions.
  5. Under Available Tabs/Actions, alongside the field you wish to add, click add icon. You can add both system and custom fields. To search for any field, enter the field name under Search Fields.
  6. To preview the customised fields, alongside Selected Tabs, hover your cursor over view on mobile.
  7. Click Save View.
Note: The customized view will be applied on the accounts of all users under the tenant.

LeadSquared - ODVC on mobile

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!

Smart Views FAQs and Troubleshooting

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How can I switch back to the old Smart Views UI?

To switch to the old Smart Views UI, click here.

 

Why do I see a malfunction error in Smart Views?

This error occurs when the data fetch API fails. It may occur if any custom lead/opportunity field value in the Smart Views condition has been deleted from the system. To confirm, navigate to Lead Field settings and check if any custom fields added in the Smart Views condition has been deleted. 

LeadSquared - Smart Views Malfunction Error

 

Why does the activity tab I created from admin settings refer a different activity after assignment?

This issue may arise when view permissions for the activity are restricted for the user. Navigate to Permission Templates and check the permissions set for the user. This is applicable to tasks, opportunities, and accounts as well. 

Activity permission template

LeadSquared - View permissions for activity

 

How to Configure the Refresh Interval in Smart Views? Smart View Data Auto-Refresh Not Working Automatically

  • Issue: When a user performs an action on the Smart Views page (e.g., calling a lead or filling a disposition form), the updated data does not automatically reflect in the Smart View. The user must manually refresh the page to see the changes.
  • Solution: LeadSquared supports the auto-refresh of data on Smart Views. However, the auto-refresh interval is configurable and may need adjustment for timely updates. To know more, click here.
    By reducing the refresh interval, the updated data will reflect more frequently without requiring manual refreshes. This resolves issues such as:

    • Smart View data not updating automatically.
    • Need to manually refresh Smart View after actions.

 

Why aren’t the filters configured in Manage Filters applied to LeadSquared’s platform Smart Views while creating an activity tab?

When the Admin configures a Smart Views tab for an activity type, they will be able to add additional filters on the Manage Filters tab. However, the filters added will only be displayed on the new Smart Views UI and Marvin.

 

Why aren’t the filters and columns I added in the old Smart Views UI reflected in the new UI after switching?

When transitioning to the new UI, all data, including tabs, filters, and columns, is initially synchronized. However, subsequent customizations made by the user will not be synced. You’ll need to add filters and columns separately in the new UI.

 

How do I access tab details in the new Smart Views UI?

To know more, click here.

 

Why can’t I reorder columns in the new Smart Views UI by dragging and dropping them?

To reorder columns in the new UI –

  1. Click LeadSquared Service CRM. Then, click Select Columns.
  2. Under Selected Columns, drag and drop the columns to arrange them in your preferred order.

LeadSquared - Rearrange Columns in Smart Views New UI

 

Smart Views tabs are loading very slow, how can this be addressed?

There may be many possible causes for slowness issues on Smart Views, including your internet connection speed, browser settings, issues on the LeadSquared side, etc. However, you can enable the ‘Load inactive tabs in Smart Views’ advanced setting to optimise performance by preloading data for inactive tabs in the background.

Lead/Opportunity Level Check-in and Check-out on Mobile App

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1. Feature Overview

The Lead and Opportunity Level Check-in/Check-out feature tracks the time a user spends on a lead or opportunity. This is different from the app-level check-in, which is meant for marking attendance. This feature provides more accurate data on the time spent on leads and opportunities, and enhances productivity analysis and reporting for managers. When Location Tracking is enabled, you can also track the location of your field user when they have checked-in at the Lead or Opportunity Level.

 

2. Prerequisite

You must have the LeadSquared mobile app installed in your device.

 

3. How It Works

First, Admins must configure the JSON on Mobile App Additional Settings in a specific format to enable check-in and check-out at lead or opportunity level. Once this setting is configured, an Lead/Opportunity Check-In button will be displayed on the opportunity and lead details pages respectively. Users can tap this to start their meeting. A timer will appear in hours, minutes, and seconds.

The check-in/out actions can be linked to either a dynamic form or a default activity form, which can be manually submitted by the user or posted in the background. The corresponding activities will be posted upon checking in and out. The duration between these two activities will serve as the time spent by the sales user on the lead or opportunity. If geofencing is enabled, the user’s current location is fetched and verified to ensure they are within the defined radius from the location of the opportunity.

Lead Level Check-In and Check-out

LeadSquared - lead level check in  LeadSquared - lead level check out

Opportunity Level Check-In and Check-out

Leadsquared - opportunity level checkin Leadsquared - opportunity level checkout

 

4. Enable Lead Level Check-in/Check-out

  1. Navigate to Settings>Mobile App>Additional Settings.
  2. Alongside Check In and Out Entity Level, configure the JSON using the sample code given below.
  3. Once you’re done, click Save.
{
“lead”: [
{
“entityId”: “lead”,
“checkIn”: {
“title”: “Branch Visit”,
“activityCode”: “161”,
“backgroundPost”: true
},
“checkOut”: {
“title”: “End Branch Visit”,
“formId”: “e3c67a2c-8e73-11ee-9431-0e4a094f7057”,
“backgroundPost”: false,
“checkInTimeField”: “mx_Custom_3mx_CustomObject_1”,
“checkOutTimeField”: “mx_Custom_3mx_CustomObject_2”,
“durationField”: “mx_Custom_3mx_CustomObject_3”
}
}
]
}

 

5. Enable Opportunity Level Check-in/Check-out

  1. Navigate to Settings>Mobile App>Additional Settings.
  2. Alongside Check In and Out Entity Level, configure the JSON using the sample code given below.
  3. Once you’re done, click Save.

Sample JSON

{
“opportunity”:[
{
“entityId”:“12001”,
“checkIn”:{
“title”:“Start Meeting”,
“activityCode”:“209”,
“backgroundPost”:true
},
“checkOut”:{
“title”:“End Meeting”,
“activityCode”:“222”,
“backgroundPost”:false,
“checkInTimeField”:“mx_Custom_1”,
“checkOutTimeField”:“mx_Custom_2”,
“durationField”:“mx_Custom_3”
}
}
]
}
activityCode The code associated with a specific Activity Type
backgroundPost Pass ‘true’ to post the activity automatically on the lead, pass ‘false’ for the user to post the activity manually on the lead
formId Id of the form displayed to the user on check-out
checkInTimeField Schema name of field where the check-in time will be stored
checkOutTimeField Schema name of the field where the check-out time will be stored
durationField Schema name of the field where the duration of the activity will be stored

 

6. Enable Location Tracking

When Location Tracking is enabled, you can view a user’s location data while they are checked in at the Lead or Opportunity level. In addition to tracking the time spent on a lead or opportunity, the user’s exact travel path during on-site meetings can also be monitored. This is especially valuable in industries like automotive sales, on-site product demos, and field service, where physical movement is a key part of the engagement.

To configure this –

  1. Navigate to Settings>Mobile App>Additional Settings.
  2. Alongside Check In and Out Entity Level, configure the JSON using the sample code given below.
  3. Once you’re done, click Save.

Sample JSON

{
   "lead": [
       {
           "entityId": "lead",
           "checkIn": {
               "activityCode": "209",
               "title": "Start Meeting",
               "backgroundPost": true
           },
           "checkOut": {
               "title": "End Meeting",
               "activityCode": "211",
               "checkInTimeField": "mx_Custom_3",
               "checkOutTimeField": "mx_Custom_4",
               "durationField": "mx_Custom_5",
               "backgroundPost": true
           },
           "reset": {
               "FormId": "c6f081d7-4b48-11ef-8630-0af59550b647",
               "backgroundPost": "false"
           },
           "validations": [
               {
                   "method": "userField",
                   "data": {
                       "expectedValue": "sales",
                       "userFieldSchema": "mx_Custom_8"
                   }
               }
           ],
           "enableLocationTracking": true
       }
   ]
}

 

 

Once enabled, when a user logs into the app, they must –

  1. Perform the app-level check-in from the homepage or navigation menu.
  2. Navigate to the relevant lead or opportunity details page and check-in. The location during the checked-in duration will be tracked.
  3. Once the meeting is over, check-out.

The location history of the user can be accessed from the Field Force Insights Report. This helps you gain full visibility into your field team’s movement during customer visits.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Store CFS Files on Your Own Amazon S3 Bucket

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1. Feature Overview

All files uploaded through custom field sets are securely stored in the LeadSquared Amazon S3 account and are not publicly available. However, if you prefer, you can configure the custom field set to store files in your own Amazon S3 account.

To learn more about CFS fields, see Custom Field Sets.

 

2. S3 Bucket Configuration

Before connecting your Amazon S3 bucket with LeadSquared, ensure –

1. The bucket is created in the same region as your LeadSquared account. The following are the valid LeadSquared regions –

    • ap-south-1
    • ap-southeast-1
    • us-east-1

2. Add the following policy to the S3 bucket –

"Version":"2012-10-17",
"Statement":[
{
"Sid":"VisualEditor0",
"Effect":"Allow",
"Action":[
"s3:DeleteObjectTagging",
"s3:GetObjectRetention",
"s3:DeleteObjectVersion",
"s3:GetObjectVersionTagging",
"s3:PutObjectVersionTagging",
"s3:ListBucket",
"s3:DeleteObjectVersionTagging",
"s3:GetObjectLegalHold",
"s3:ReplicateObject",
"s3:GetObjectVersionTorrent",
"s3:PutObject",
"s3:GetObjectAcl",
"s3:GetObject",
"s3:PutObjectVersionAcl",
"s3:GetObjectVersionAcl",
"s3:PutObjectTagging",
"s3:GetObjectVersionForReplication",
"s3:DeleteObject",
"s3:PutObjectAcl",
"s3:ReplicateDelete",
"s3:GetObjectVersion"
]
}
]
}

3. The bucket settings under the Permissions tab are set as follows –

Storing files securely on LeadSquared

4. Add the following CORS configuration to the bucket –

[
{
"AllowedHeaders": ["*"],
"AllowedMethods": ["GET","HEAD"],
"AllowedOrigins": ["https*"],
"ExposeHeaders": [],
"MaxAgeSeconds": 3000
},
{
"AllowedHeaders": ["*"],
"AllowedMethods": ["GET","HEAD"],
"AllowedOrigins": [
"http*"
],
"ExposeHeaders": [],
"MaxAgeSeconds": 3000
},
{
"AllowedHeaders": ["*"],
"AllowedMethods": ["GET","HEAD"],
"AllowedOrigins": [
"*"
],
"ExposeHeaders": [],
"MaxAgeSeconds": 3000
}
]

 

3. Connect Your S3 Bucket to LeadSquared

On your LeadSquared account –

  1. Navigate to My Profile>Settings>Leads>Configure Custom Filed Sets.
  2. From the Authentication Type drop-down, select either Access Key and Secret Key or Cross Account IAM Role (Amazon’s recommended authentication method).

For Access Key and Secret Key based authentication

Enter the Access Key and Secret Key associated with your Amazon S3 storage. For more information, see Managing Access Keys on AWS.

For IAM Role based authentication (Amazon’s recommended authentication method)

Enter the Amazon Resource Names (ARNs) identified with your S3 bucket –

  • The Role ARN must be created as follows –
    • Format: arn:partition:service:region:account-id:resource-type/lsq-resource-*
    • Example: arn:aws:iam:234567898765:role/lsq-resource-file-upload
  • Copy and add the ARN mentioned on the UI to your role Trust Relationship.

LeadSquared Custom Field Set File Storage

For more information, see Amazon Resource Names (ARNs) Reference.
Note: It takes 5 minutes to reflect your new storage configuration.

Any Questions?

Did you find the content in this article helpful? Feel free to leave doubts/questions in the comment section below. We’ll get back to you as soon as possible.

Data Posted by Automation Triggers

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1. Feature Overview

This article contains the data posted for each automation trigger. It also specifies if the data posted for each trigger contains lead/activity/opportunity/account/user info.

 

2. Lead Triggers

2.1 Lead Created

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

Sample data –

{"After":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Origin":"Quick Add Form","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","EngagementScore":"0","ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:43:57","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_State":null,"mx_Country":null,"LastModifiedOn":"2024-04-08 12:43:57","NotableEvent":"Created","NotableEventdate":"2024-04-08 12:43:57","SourceReferrer":"","LastVisitDate":null,"LeadAge":"0","QualityScore01":null,"LeadLastModifiedOn":"2024-04-08 12:43:57","OwnerIdName":"Priyanka","OwnerIdEmailAddress":"Priyanka.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Priyanka","Owner_EmailAddress":"Priyanka.asm@lsqdev.in","Owner_FullName":"Priyanka","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"1","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":null,"ProspectActivityDate_Min":null,"Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":null,"ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:43:57","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 12:43:57","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"NotableEvent":"Created","NotableEventdate":"2024-04-08 12:43:57","SourceReferrer":"","LastVisitDate":null,"LeadAge":"0","mx_cfs2":null,"mx_Portal_IsPortalUser":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":null,"OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_Field3":null,"mx_PriyankaCFSDelete_check1":null,"LeadLastModifiedOn":"2024-04-08 12:43:57","OwnerIdName":"Priyanka","OwnerIdEmailAddress":"Priyanka.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Priyanka","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Priyanka.asm@lsqdev.in","Owner_FullName":"Priyanka","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"}}

 

2.2 Lead Updated

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

Sample Data –

{"Before":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"ProspectStage":"Prospect","Score":"5","EngagementScore":"0","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 12:44:01","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"mx_cfs2":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_PriyankaCFSDelete_check1":null,"OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in"},"After":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":"","EmailAddress":"PriyankaLappTest1@yopmail.com","Company":"","Phone":"","Mobile":"","Website":"","TimeZone":"","JobTitle":"","Source":"","SourceMedium":"","Notes":"","SourceCampaign":"","SourceContent":"","ProspectStage":"Prospect","Score":"5","EngagementScore":"0","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","mx_Street1":"address1 updated","mx_Street2":"","mx_City":"","mx_State":"","mx_Country":"","mx_Zip":"","mx_AddToList_Trigger":"","mx_Date_of_Birth":"","mx_Total_Bill":"","mx_Amount":"","mx_Tax":"","mx_Bill_Paid_Status":"","mx_auto_dateTime":"","mx_DateTime":"","mx_Cust_String_01":"","mx_Cust_String_02":"","mx_Cust_Decimal_01":"","mx_Cust_Decimal_02":"","mx_Cust_Int_01":"","mx_Cust_Int_02":"","mx_SmokeSetUpString":"","mx_SmokeSetUpBoolean":"","mx_SmokeSetUpNumber":"","mx_Date":"","mx_Date_Time":"","mx_Boolean_for_testing":"0","mx_priyanka_text":"","mx_priyanka_number":"","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"","mx_Blank_Dropdown_issue_check":"No","mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"","QualityScore01":null,"mx_field_dropdown":"","mx_Auto_Multi":"","mx_Cust_String1":"","mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"5","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityDate_Min":"2024-04-08 12:44:30","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"address1 updated","mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 12:45:51","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Modified","NotableEventdate":"2024-04-08 12:45:51","SourceReferrer":"","LastVisitDate":"2024-04-08 12:44:30","LeadAge":"0","mx_cfs2":"eeca65ca-f5a5-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"eecb4d89-f5a5-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"eec7f82c-f5a5-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 12:45:51","OwnerIdName":"Mumbai1","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Owner_FullName":"Mumbai1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"}}

 

2.3 Lead Added to List

Lead data Activity data Task data Opportunity data User data Account data
No No No No No No

Sample Data –

{"ListId":"7cc5722a-4a9a-11eb-9166-0a68392cb7c4","LeadIds":["325eb1ca-beed-48db-9a1e-f3b9abe963cd"]}

 

2.4 On Specific Date

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

Sample Data –

{"After":{"ProspectID":"24b1a5e6-d288-11ed-8292-02e42c58c0d4","ProspectAutoId":"144446","FirstName":"Smoke_v65_13","LastName":"LeadCreate_Rathi","EmailAddress":"Smoke_v65_13@yopmail.com","Company":"LSQ_Load_All","Origin":"Invalid","Phone":"1678460676","Mobile":null,"Source":null,"SourceMedium":"test 1","SourceCampaign":"Source Campaign updated","SourceContent":"Smoke_v65_13","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"20","EngagementScore":"0","ProspectActivityId_Min":"f4aa4aa4-51b1-4284-a8f9-24ab0b42a65b","ProspectActivityDate_Min":"4/4/2023 1:32:14 AM","ProspectActivityId_Max":"4c6dc5ec-a4c3-4ac7-a9f3-407e02791a8a","ProspectActivityName_Max":"Email Sent","ProspectActivityDate_Max":"4/5/2023 11:37:24 AM","ImportTransactionId":"35992547-e197-4cd4-8100-9505de996265","FirstLandingPageSubmissionDate":null,"OwnerId":"d41f9779-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"4/4/2023 1:30:36 AM","ModifiedBy":"f6ccc2d5-7cb9-11ec-9700-02e42c58c0d4","ModifiedOn":"6/19/2023 5:59:06 PM","LeadConversionDate":"4/4/2023 1:30:36 AM","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Silkboard","mx_Street2":"Smoke_v65_13 4/4/2023 1:30:36 AM","mx_City":"city updated","mx_State":null,"mx_Country":"India","LastModifiedOn":"6/19/2023 5:59:42 PM","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"4/5/2023 12:00:00 AM","mx_Total_Bill":"15","mx_Bill_Paid_Status":"Yes","mx_Cust_Decimal_01":"454.00","mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"TRUE","mx_SmokeSetUpNumber":"1003","NotableEvent":"Modified","NotableEventdate":"6/19/2023 5:59:06 PM","SourceReferrer":"","LastVisitDate":"4/5/2023 11:37:24 AM","LeadAge":"367","QualityScore01":null,"LeadLastModifiedOn":"6/19/2023 5:59:42 PM","OwnerIdName":"Hydrabad1","OwnerIdEmailAddress":"Hydrabad1.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"Ravi Sharma","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Hydrabad1","Owner_EmailAddress":"Hydrabad1.asm@lsqdev.in","Owner_FullName":"Hydrabad1","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"11","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"24b1a5e6-d288-11ed-8292-02e42c58c0d4","ProspectAutoId":"144446","FirstName":"Smoke_v65_13","LastName":"LeadCreate_Rathi","EmailAddress":"Smoke_v65_13@yopmail.com","Company":"LSQ_Load_All","Origin":"Invalid","Phone":"1678460676","Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":"test 1","Notes":null,"SourceCampaign":"Source Campaign updated","SourceContent":"Smoke_v65_13","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"25","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"f4aa4aa4-51b1-4284-a8f9-24ab0b42a65b","ProspectActivityDate_Min":"2023-04-04 01:32:14","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"8a3b1d2f-f7f7-4db6-a891-e539b8f62f1b","ProspectActivityName_Max":"Email Sent","ProspectActivityDate_Max":"2024-04-05 03:35:31","ImportTransactionId":"35992547-e197-4cd4-8100-9505de996265","RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"d41f9779-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2023-04-04 01:30:36","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-05 03:35:10","LeadConversionDate":"2023-04-04 01:30:36","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Silkboard","mx_Street2":"Smoke_v65_13 4/4/2023 1:30:36 AM","mx_City":"city updated","mx_State":null,"mx_Country":"India","mx_Zip":null,"LastModifiedOn":"2024-04-05 03:35:31","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2023-04-05 00:00:00","mx_Total_Bill":"15","mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":"Yes","mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":"454.00","mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"TRUE","mx_SmokeSetUpNumber":"1003","mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"NotableEvent":"Email Sent","NotableEventdate":"2024-04-05 03:35:31","SourceReferrer":"","LastVisitDate":"2024-04-05 03:35:31","LeadAge":"367","mx_cfs2":null,"mx_Portal_IsPortalUser":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":null,"OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_Field3":null,"mx_PriyankaCFSDelete_check1":null,"LeadLastModifiedOn":"2024-04-05 03:35:31","OwnerIdName":"Hydrabad1","OwnerIdEmailAddress":"Hydrabad1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Hydrabad1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Hydrabad1.asm@lsqdev.in","Owner_FullName":"Hydrabad1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","Total":"1","CanUpdate":"true"}}

 

2.4 At Regular Intervals

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

Sample Data –

{"After":{"ProspectID":"69517b1b-6d08-11eb-8ec5-0ace817c465a","ProspectAutoId":"16","FirstName":"EuropiumPatch2_16","LastName":"Cron updates","EmailAddress":"EuropiumPatch2_16@lsqdev.in","Company":"Leadsquared_Cron","Origin":"Lead Import","Phone":"+91-5869476451","Mobile":null,"JobTitle":"Leadsquared QA","Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"57402","EngagementScore":"0","ProspectActivityId_Min":"0993c2ea-894c-11ee-8292-02e42c58c0d4","ProspectActivityDate_Min":"2021-02-12 08:02:03","ProspectActivityId_Max":"aba317d0-999a-4a50-904a-4ac7e0027c37","ProspectActivityName_Max":"SMS Sent","ProspectActivityDate_Max":"2024-04-08 01:21:20","ImportTransactionId":"b407c2c7-0681-4d86-95cf-99bf1ed4c9fd","FirstLandingPageSubmissionDate":null,"OwnerId":"71190b48-4b47-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-02-12 08:01:52","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:21:03","LeadConversionDate":"2021-02-12 08:01:52","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_City":"Mumbai","mx_State":null,"mx_Country":null,"LastModifiedOn":"2024-04-08 01:21:21","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2021-10-26 00:00:00","mx_Total_Bill":"15","mx_Amount":"1123","mx_Bill_Paid_Status":"yes","mx_Cust_String_01":"test2","mx_Boolean_for_testing":"0","mx_Eligible":"Yes","mx_Product":"creditcards","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"SMS Sent","NotableEventdate":"2024-04-08 01:21:20","SourceReferrer":"","LastVisitDate":"2024-04-08 01:21:20","LeadAge":"1150","mx_cfs2":"b05faa1f-8ce8-11ed-9700-02e42c58c0d4","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1","QualityScore01":null,"CurrentOptInStatus":"Unknown","mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"b061085b-8ce8-11ed-9700-02e42c58c0d4","mx_PriyankaCFSDelete_check1":"8ac50607-7d0d-11ee-8292-02e42c58c0d4","LeadLastModifiedOn":"2024-04-08 01:21:21","OwnerIdName":"Mumbai2","OwnerIdEmailAddress":"Mumbai2.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Mumbai2","Owner_EmailAddress":"Mumbai2.asm@lsqdev.in","Owner_FullName":"Mumbai2","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"3","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"69517b1b-6d08-11eb-8ec5-0ace817c465a","ProspectAutoId":"16","FirstName":"EuropiumPatch2_16","LastName":"Cron updates","EmailAddress":"EuropiumPatch2_16@lsqdev.in","Company":"Leadsquared_Cron","Origin":"Lead Import","Phone":"+91-5869476451","Mobile":null,"Website":null,"TimeZone":null,"JobTitle":"Leadsquared QA","Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"57412","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"0993c2ea-894c-11ee-8292-02e42c58c0d4","ProspectActivityDate_Min":"2021-02-12 08:02:03","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"c783bb39-a9d9-4e32-8484-229c6fcf6050","ProspectActivityName_Max":"Had a Phone Conversation","ProspectActivityDate_Max":"2024-04-08 04:21:30","ImportTransactionId":"b407c2c7-0681-4d86-95cf-99bf1ed4c9fd","RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"71190b48-4b47-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-02-12 08:01:52","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 04:21:30","LeadConversionDate":"2021-02-12 08:01:52","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":"Mumbai","mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 04:21:30","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2021-10-26 00:00:00","mx_Total_Bill":"15","mx_Amount":"1123","mx_Tax":null,"mx_Bill_Paid_Status":"yes","mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":"test2","mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Modified","NotableEventdate":"2024-04-08 04:21:30","SourceReferrer":"","LastVisitDate":"2024-04-08 04:21:30","LeadAge":"1150","mx_cfs2":"b05faa1f-8ce8-11ed-9700-02e42c58c0d4","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1","QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"b061085b-8ce8-11ed-9700-02e42c58c0d4","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"8ac50607-7d0d-11ee-8292-02e42c58c0d4","LeadLastModifiedOn":"2024-04-08 04:21:30","OwnerIdName":"Mumbai2","OwnerIdEmailAddress":"Mumbai2.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai2","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai2.asm@lsqdev.in","Owner_FullName":"Mumbai2","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","Total":"1","CanUpdate":"true"}}

 

3. Activity Triggers

3.1 On Activity Added

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

{"ProspectActivityId":"39897aa9-13ca-498a-a69d-418766526ec2","RelatedProspectId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ActivityEvent":"207","ActivityEventName":"Act 1","ActivityType":"2","Score":0,"CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 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3.2 On Activity Updated

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

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3.3 On Activity on Activity Added

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

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3.4 On Activity on Activity Updated

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

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3.5 Sub Automation

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

 

4. Task Triggers

4.1 Task Create

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

Sample Data –

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4.2 Task Update

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

Sample Data –

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Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: 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Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

 

4.3 Task Reminder

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

Sample Data – 

{"After":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","RelatedOpportunityId":"[{MXVAR_TaskAssociatedOpportunityId}]","RelatedOpportunityType":"[{MXVAR_TaskAssociatedOpportunityType}]","DueDateUTCTime":"2024-04-08 13:30:00","DueDateLocalTime":"2024-04-08 19:00:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","EndDateUTCTime":"2024-04-08 14:00:00","EndDateLocalTime":"2024-04-08 19:30:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"","PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","Prospect_ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","Prospect_ProspectAutoId":"177184","Prospect_FirstName":"PriyankaLappTest1","Prospect_LastName":null,"Prospect_EmailAddress":"PriyankaLappTest1@yopmail.com","Prospect_Company":null,"Prospect_Origin":"Quick Add Form","Prospect_Phone":null,"Prospect_Mobile":null,"Prospect_Website":null,"Prospect_TimeZone":null,"Prospect_JobTitle":null,"Prospect_Source":null,"Prospect_SourceMedium":null,"Prospect_Notes":null,"Prospect_SourceCampaign":null,"Prospect_SourceContent":null,"Prospect_DoNotEmail":"0","Prospect_DoNotCall":"0","Prospect_ProspectStage":"Prospect","Prospect_Score":"5","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","Prospect_ProspectActivityDate_Min":"4/8/2024 12:44:30 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","Prospect_ProspectActivityName_Max":"Act 1","Prospect_ProspectActivityDate_Max":"4/8/2024 1:00:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","Prospect_CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_CreatedOn":"4/8/2024 12:43:57 PM","Prospect_ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_ModifiedOn":"4/8/2024 12:45:51 PM","Prospect_LeadConversionDate":"4/8/2024 12:43:57 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"address1 updated","Prospect_mx_Street2":null,"Prospect_mx_City":null,"Prospect_mx_State":null,"Prospect_mx_Country":null,"Prospect_mx_Zip":null,"Prospect_LastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_mx_AddToList_Trigger":null,"Prospect_mx_Date_of_Birth":null,"Prospect_mx_Total_Bill":null,"Prospect_mx_Amount":null,"Prospect_mx_Tax":null,"Prospect_mx_Bill_Paid_Status":null,"Prospect_mx_auto_dateTime":null,"Prospect_mx_DateTime":null,"Prospect_mx_Cust_String_01":null,"Prospect_mx_Cust_String_02":null,"Prospect_mx_Cust_Decimal_01":null,"Prospect_mx_Cust_Decimal_02":null,"Prospect_mx_Cust_Int_01":null,"Prospect_mx_Cust_Int_02":null,"Prospect_mx_SmokeSetUpString":null,"Prospect_mx_SmokeSetUpBoolean":null,"Prospect_mx_SmokeSetUpNumber":null,"Prospect_mx_Date":null,"Prospect_mx_Date_Time":null,"Prospect_mx_Boolean_for_testing":"0","Prospect_mx_priyanka_text":null,"Prospect_mx_priyanka_number":null,"Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":null,"Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"Act 1","Prospect_NotableEventdate":"4/8/2024 1:00:00 PM","Prospect_SourceReferrer":"","Prospect_LastVisitDate":"4/8/2024 1:00:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"0","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":null,"Prospect_mx_Auto_Multi":null,"Prospect_mx_Cust_String1":null,"Prospect_mx_lead_los":null,"Prospect_mx_Test_Boolean_Field":"0","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_OwnerIdName":"Mumbai1","Prospect_OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Priyanka","Prospect_ModifiedByName":"Priyanka","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

 

4.4 Task Complete

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

Sample Data – 

{"After":{"Prospect_SourceContent":null,"UserTaskAutoId":"122725","Name":"LeadUpdat_Trigger: PriyankaLappTest1","Description":"Desc updated","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","Prospect_SourceCampaign":null,"RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","TimeZone":"Asia/Kolkata","DueDate":"4/8/2024 1:30:00 PM","EndDate":"4/8/2024 2:00:00 PM","EffortEstimate":"","EffortEstimateUnit":"","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Reminder":"15","ReminderBeforeDays":"","ReminderTime":"","Prospect_Notes":null,"Prospect_TimeZone":null,"Prospect_SourceMedium":null,"Prospect_Source":null,"Prospect_JobTitle":null,"Prospect_Mobile":null,"Prospect_Origin":"Quick Add Form","Prospect_Company":null,"Prospect_LastName":null,"CompletedOn":"4/8/2024 1:20:10 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Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

 

4.5 Sub Automation

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

 

5. Opportunity Triggers

5.1 On Opportunity Added

Lead data Activity data Task data Opportunity data User data Account data
Yes No No Yes No Yes

Sample Data –

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14:26:00","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","mx_Custom_4":"2024-04-08 14:26:00","mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":0,\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":null,\"Longitude\":null,\"FileStorageVersion\":-1,\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":null,\"mx_CustomObject_8\":null,\"mx_CustomObject_9\":null,\"mx_CustomObject_10\":null,\"mx_CustomObject_11\":null,\"mx_CustomObject_12\":null,\"mx_CustomObject_13\":null,\"mx_CustomObject_14\":null,\"mx_CustomObject_15\":null,\"mx_CustomObject_16\":null,\"mx_CustomObject_17\":null,\"mx_CustomObject_18\":null,\"mx_CustomObject_19\":null,\"mx_CustomObject_20\":null,\"mx_CustomObject_21\":null,\"mx_CustomObject_22\":null,\"mx_CustomObject_23\":null,\"mx_CustomObject_24\":null,\"mx_CustomObject_25\":null,\"mx_CustomObject_26\":null,\"mx_CustomObject_27\":null,\"mx_CustomObject_28\":null,\"mx_CustomObject_29\":null,\"mx_CustomObject_30\":null,\"mx_CustomObject_31\":null,\"mx_CustomObject_32\":null,\"mx_CustomObject_33\":null,\"mx_CustomObject_34\":null,\"mx_CustomObject_35\":null,\"mx_CustomObject_36\":null,\"mx_CustomObject_37\":null,\"mx_CustomObject_38\":null,\"mx_CustomObject_39\":null,\"mx_CustomObject_40\":null,\"mx_CustomObject_41\":null,\"mx_CustomObject_42\":null,\"mx_CustomObject_43\":null,\"mx_CustomObject_44\":null,\"mx_CustomObject_45\":null,\"mx_CustomObject_46\":null,\"mx_CustomObject_47\":null,\"mx_CustomObject_48\":null,\"mx_CustomObject_49\":null,\"mx_CustomObject_50\":null,\"mx_CustomObject_51\":null,\"mx_CustomObject_52\":null,\"mx_CustomObject_53\":null,\"mx_CustomObject_54\":null,\"mx_CustomObject_55\":null,\"mx_CustomObject_56\":null,\"mx_CustomObject_57\":null,\"mx_CustomObject_58\":null,\"mx_CustomObject_59\":null,\"mx_CustomObject_60\":null,\"mx_CustomObject_61\":null,\"mx_CustomObject_62\":null,\"mx_CustomObject_63\":null,\"mx_CustomObject_64\":null,\"mx_CustomObject_65\":null,\"mx_CustomObject_66\":null,\"mx_CustomObject_67\":null,\"mx_CustomObject_68\":null,\"mx_CustomObject_69\":null,\"mx_CustomObject_70\":null,\"mx_CustomObject_71\":null,\"mx_CustomObject_72\":null,\"mx_CustomObject_73\":null,\"mx_CustomObject_74\":null,\"mx_CustomObject_75\":null,\"mx_CustomObject_76\":null,\"mx_CustomObject_77\":null,\"mx_CustomObject_78\":null,\"mx_CustomObject_79\":null,\"mx_CustomObject_80\":null,\"mx_CustomObject_81\":null,\"mx_CustomObject_82\":null,\"mx_CustomObject_83\":null,\"mx_CustomObject_84\":null,\"mx_CustomObject_85\":null,\"mx_CustomObject_86\":null,\"mx_CustomObject_87\":null,\"mx_CustomObject_88\":null,\"mx_CustomObject_89\":null,\"mx_CustomObject_90\":null,\"mx_CustomObject_91\":null,\"mx_CustomObject_92\":null,\"mx_CustomObject_93\":null,\"mx_CustomObject_94\":null,\"mx_CustomObject_95\":null,\"mx_CustomObject_96\":null,\"mx_CustomObject_97\":null,\"mx_CustomObject_98\":null,\"mx_CustomObject_99\":null,\"mx_CustomObject_100\":null,\"CreatedOn\":\"2024-04-08T14:27:05\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"2024-04-08T14:27:05\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"ModifiedByEmail\":\"Yathish.MUM.Smoke.52092@lsqdev.in\",\"CreatedByName\":\"Yathish \",\"CreatedByEmail\":\"Yathish.MUM.Smoke.52092@lsqdev.in\"}"},"Attachments":null,"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":null,"JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 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00:00:00","mx_Total_Bill":"1","mx_Amount":"1","mx_Tax":"1","mx_Bill_Paid_Status":"test","mx_auto_dateTime":"14:18:00","mx_DateTime":"2024-04-08 00:00:00","mx_Cust_String_01":"test","mx_Cust_String_02":"test","mx_Cust_Decimal_01":"1.00","mx_Cust_Decimal_02":"1.00","mx_Cust_Int_01":"1","mx_Cust_Int_02":"1","mx_SmokeSetUpString":"test","mx_SmokeSetUpBoolean":"test","mx_SmokeSetUpNumber":"1","mx_Date":"2024-04-08 00:00:00","mx_Date_Time":"2024-04-08 14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Opportunity","NotableEventdate":"2024-04-08 14:26:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 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5.2 On Opportunity Updated

Lead data Activity data Task data Opportunity data User data Account data
Yes No No Yes No Yes

Sample Data –

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00:00:00","mx_Cust_String_01":"test","mx_Cust_String_02":"test","mx_Cust_Decimal_01":"1.00","mx_Cust_Decimal_02":"1.00","mx_Cust_Int_01":"1","mx_Cust_Int_02":"1","mx_SmokeSetUpString":"test","mx_SmokeSetUpBoolean":"test","mx_SmokeSetUpNumber":"1","mx_Date":"2024-04-08 00:00:00","mx_Date_Time":"2024-04-08 14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Opportunity","NotableEventdate":"2024-04-08 14:26:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 14:26:00","LeadAge":"0","mx_cfs2":"4873e95b-f5b3-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"1","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":"Cold","mx_Auto_Multi":"Auto_Multi;Auto_Multi1","mx_Cust_String1":"test","mx_lead_los":"Option10","mx_Test_Boolean_Field":"1","mx_Smoke_CFS":"48743ce8-f5b3-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"4872c50c-f5b3-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 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opp","PostValue":"Test opp 1","DisplayName":""}],"AdditionalData":{"ProcessFormId":"none","ProcessDesignerId":""}}

 

5.3 On Activity Added on Opportunity

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No Yes No Yes

Sample Data –

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5.4 On Activity Updated on Opportunity

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No Yes No Yes

Sample Data – 

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5.5 On Opportunity Task Created

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

Sample Data –

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PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.6 On Opportunity Task Complete

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

Sample Data –

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invitation.</p><spanclass=\\\"mx-html-variable\\\"unselectable=\\\"on\\\">@{TaskOrganiser:Signature ,}</span>&nbsp;<br/>\",\"Subject\":null,\"IsSent\":null},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":true,\"Status\":{\"Label\":\"Meeting Status\",\"Values\":[{\"Text\":\"Joined Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","Opportunity_Web_PageHash":null,"RelatedEntityId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","TimeZone":"Asia/Kolkata","DueDate":"4/8/2024 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Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.7 On Opportunity Task Updated

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

Sample Data –

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opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test opp","Opportunity_mx_Custom_24":null,"Opportunity_mx_Custom_25":null,"Opportunity_mx_Custom_26":null,"Opportunity_mx_Custom_27":null,"Opportunity_mx_Custom_28":null,"Opportunity_mx_Custom_29":null,"Opportunity_mx_Custom_30":null,"Opportunity_mx_Custom_31":null,"Opportunity_mx_Custom_32":null,"Opportunity_mx_Custom_33":null,"Opportunity_mx_Custom_34":null,"Opportunity_mx_Custom_35":null,"Opportunity_mx_Custom_36":null,"Opportunity_mx_Custom_37":null,"Opportunity_mx_Custom_38":null,"Opportunity_mx_Custom_39":null,"Opportunity_mx_Custom_40":null,"Opportunity_mx_Custom_41":null,"Opportunity_mx_Custom_42":null,"Opportunity_mx_Custom_43":null,"Opportunity_mx_Custom_44":null,"Opportunity_mx_Custom_45":null,"Opportunity_mx_Custom_46":null,"Opportunity_mx_Custom_47":null,"Opportunity_mx_Custom_48":null,"Opportunity_mx_Custom_49":null,"Opportunity_mx_Custom_50":null,"Opportunity_mx_Custom_51":null,"Opportunity_mx_Custom_52":null,"Opportunity_mx_Custom_53":null,"Opportunity_mx_Custom_54":null,"Opportunity_mx_Custom_55":null,"Opportunity_mx_Custom_56":null,"Opportunity_mx_Custom_57":null,"Opportunity_mx_Custom_58":null,"Opportunity_mx_Custom_59":null,"Opportunity_mx_Custom_60":null,"Opportunity_mx_Custom_61":null,"Opportunity_mx_Custom_62":null,"Opportunity_mx_Custom_63":null,"Opportunity_mx_Custom_64":null,"Opportunity_mx_Custom_65":null,"Opportunity_mx_Custom_66":null,"Opportunity_mx_Custom_67":null,"Opportunity_mx_Custom_68":null,"Opportunity_mx_Custom_69":null,"Opportunity_mx_Custom_70":null,"Opportunity_mx_Custom_71":null,"Opportunity_mx_Custom_72":null,"Opportunity_mx_Custom_73":null,"Opportunity_mx_Custom_74":null,"Opportunity_mx_Custom_75":null,"Opportunity_mx_Custom_76":null,"Opportunity_mx_Custom_77":null,"Opportunity_mx_Custom_78":null,"Opportunity_mx_Custom_79":null,"Opportunity_mx_Custom_80":null,"Opportunity_mx_Custom_81":null,"Opportunity_mx_Custom_82":null,"Opportunity_mx_Custom_83":null,"Opportunity_mx_Custom_84":null,"Opportunity_mx_Custom_85":null,"Opportunity_mx_Custom_86":null,"Opportunity_mx_Custom_87":null,"Opportunity_mx_Custom_88":null,"Opportunity_mx_Custom_89":null,"Opportunity_mx_Custom_90":null,"Opportunity_mx_Custom_91":null,"Opportunity_mx_Custom_92":null,"Opportunity_mx_Custom_93":null,"Opportunity_mx_Custom_94":null,"Opportunity_mx_Custom_95":null,"Opportunity_mx_Custom_96":null,"Opportunity_mx_Custom_97":null,"Opportunity_mx_Custom_98":null,"Opportunity_mx_Custom_99":null,"Opportunity_mx_Custom_100":null,"Opportunity_Status":"Open","Opportunity_Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","Prospect_ProspectAutoId":"177185","Prospect_FirstName":"DND_Yathish Lapp Test","Prospect_LastName":"LN","Prospect_EmailAddress":"Testabc1@zz.com","Prospect_Company":"abc","Prospect_Origin":"Lead origin","Prospect_Phone":"+91-9345345345","Prospect_Mobile":"+91-9612361239","Prospect_Website":"web1","Prospect_TimeZone":null,"Prospect_JobTitle":"test","Prospect_Source":"Referral Sites","Prospect_SourceMedium":"wewe","Prospect_Notes":"Lead Notes","Prospect_SourceCampaign":"Source Campaign","Prospect_SourceContent":"sdd","Prospect_DoNotEmail":"0","Prospect_DoNotCall":"1","Prospect_ProspectStage":"Prospect","Prospect_Score":"0","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","Prospect_ProspectActivityDate_Min":"4/8/2024 2:26:00 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.8 On Opportunity Task Reminder

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

Sample Data –

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Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Task Descriptio","LeadId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","RelatedEntityId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","RelatedEntityType":"Lead","RelatedOpportunityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedOpportunityType":"12000","DueDateUTCTime":"2024-04-08 14:50:00","DueDateLocalTime":"2024-04-08 20:20:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","EndDateUTCTime":"2024-04-08 15:20:00","EndDateLocalTime":"2024-04-08 20:50:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"Task Location","PercentCompleted":"0","Priority":"","mx_Custom_1":"Joined Meeting","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","MappingTypeId":"12000","TaskOpportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Name":"Opportunity","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_SessionTrafficSource":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.9 On Specific Date (Opportunity)

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

Sample Data –

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Import","Phone":"+91-9776650522","Mobile":"","Website":"","TimeZone":"","JobTitle":"UNAPPRECIATED","Source":"","SourceMedium":"Smoke_v41_1","Notes":"<span style=\"color: rgb(69, 69, 69); font-family: &quot;Segoe UI Semibold&quot;; font-size: 12px;\">&lt;span&gt;Lead Notes updated from Task Reminder on Opportunity Trigger&lt;/span&gt;</span><br />\n<br />\n<br />\n&nbsp;","SourceCampaign":"","SourceContent":"","DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"58","Revenue":"0","EngagementScore":"0","TotalVisits":"0","PageViewsPerVisit":"","AvgTimePerVisit":"","RelatedProspectId1":"","ProspectActivityId_Min":"37f3724e-c402-11ee-b3b1-12309150b985","ProspectActivityDate_Min":"2022-08-18 04:41:55","Web_Referrer1":"","Web_RefKeyword1":"","ProspectActivityId_Max":"76ada428-7c07-4ff3-acb3-514942e6c0ae","ProspectActivityName_Max":"OppOnSpecificDate_Activity","ProspectActivityDate_Max":"2024-03-11 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11:32:00","mx_DateTime_2":"","mx_DateTime_3":"","mx_DateTime_4":"","mx_Custom_Phone_Number":"","mx_xssField":"","mx_Jazz_dropdown":"","mx_octo":"","mx_Ravi_Doc_User":"55f4c390-79c7-11ed-94e4-120cab83a541","mx_TestNum":"","mx_Num_jazz":"","mx_Jazz_number":"","mx_JazzNumber":"","mx_NumberField2":"","mx_Check_text_int":"54","mx_Dropdown_searchable":"","mx_Dropdown_SR":"","mx_Dropdown_OT":"123.56>><<<>34","mx_homely":"Debate","mx_Time":"","mx_Date":"","mx_Text":"","mx_test_interest":"","mx_oooop":"","mx_Postman":"","mx_Student":"","mx_Parent":"","mx_High_School":"","mx_High_School_POC":"","NotableEvent":"Modified","NotableEventdate":"2024-03-11 08:02:20","SourceReferrer":"","LastVisitDate":"2024-03-11 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09:54:29","OwnerIdName":"Sale5","OwnerIdEmailAddress":"sale5@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"US62RP2","Account_ShortName":"us62rp2","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.lsqstaging.co.in","Account_Street1":"de","Account_Street2":"","Account_City":"dd","Account_State":"","Account_Country":"Afghanistan","Account_Zip":"","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Sale5","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sale5@lsqdev.in","Owner_FullName":"Sale5","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"49025","Account_Address":"US62RP2{mxnewline}de,{mxnewline},dd,{mxnewline} {mxnewline}Afghanistan.","mx_Custom_1":"Opportunity Smoke_v49_1@mailinator.com","mx_Custom_2":"Close","mx_Custom_3":"SourceName","mx_Custom_4":"Bestringer","mx_Custom_5":"sdfsdfsd","mx_Custom_6":"1","mx_Custom_7":"10","mx_Custom_8":"2020-11-10 18:30:00","mx_Custom_9":"2020-11-10 18:30:00","mx_Custom_10":"","mx_Custom_11":"vhd","mx_Custom_12":"12","mx_Custom_13":"2023-08-08 06:38:00","mx_Custom_14":"1","mx_Custom_15":"","mx_Custom_16":"{\"CustomObjectProspectActivityId\":\"14da726d-4173-435d-b9d4-e03d916b6b87\",\"RelatedProspectActivityId\":\"2aaabe76-fd00-4b6f-b3b1-95454bd48e53\",\"RelatedCustomObjectId\":\"048dfb24-4482-11eb-b39f-122cab85b441\",\"RelatedProspectId\":\"ad1989c0-1eaf-11ed-94e4-120cab83a541\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"string updated from opp on specific date\",\"mx_CustomObject_2\":\"12\",\"mx_CustomObject_3\":\"2020-12-27 11:15:00\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"19be9f73-4c28-11ec-94e4-120cab83a541\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"9/19/2022 2:34:01 AM\",\"CreatedBy\":\"19be9f73-4c28-11ec-94e4-120cab83a541\",\"ModifiedOn\":\"5/9/2023 5:05:28 AM\",\"ModifiedBy\":\"5ab2cf2a-942e-11ea-8dd7-029e1407a868\",\"ModifiedByName\":\"System \",\"CreatedByName\":\"Ravi Kumar\"}","mx_Custom_17":"","mx_Custom_18":"2024-03-11 11:09:00","mx_Custom_19":"","mx_Custom_20":"Mega sale 2020","mx_Custom_21":"sdsad","mx_Custom_22":"New Term","mx_Custom_23":"check1","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Won","Owner":"c43bc17d-2fe1-11eb-b39f-122cab85b441","Activity_OwnerId":"c43bc17d-2fe1-11eb-b39f-122cab85b441"}

 

5.10 At Regular Interval (Opportunity)

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

Sample Data –

{"ProspectActivityId":"da6a78a4-d5ba-48b3-9ecb-fb5809cfa2fc","RelatedProspectId":"0470a6c6-54a0-45da-968d-59c163cf4728","ActivityEvent":"12000","ActivityType":"2","Activity_Score":"0","Activity_CreatedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","Activity_CreatedOn":"2024-03-19 01:37:36","Name":"Opportunity","ActivityEvent_Note":"AddedViaNewOppTrigger Bleh","SessionTrafficSource":"","Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_ModifiedOn":"4/8/2024 2:11:26 PM","ProspectActivityAutoId":"355134","IsLandingPage":"0","RelatedLandingPageId":"","Web_PageName":"","Web_PageHash":"","Web_PageTitle":"","Web_PageURL":"","Web_Referrer":"","Web_RefKeyword":"","RelatedCampaignActivityId":"","RelatedCampaignActivityRecordId":"","LandingPageName":"","EmailCampaignName":"","EmailType":"","EmailObjectId":"","EmailObjectType":"","EmailFrom":"","EmailSubject":"","Activity_Owner_FirstName":"MPUser2","Activity_Owner_MiddleName":"","Activity_Owner_LastName":"","Activity_Owner_FullName":"MPUser2 ","Activity_Owner_EmailAddress":"MPUser2.asm@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"0470a6c6-54a0-45da-968d-59c163cf4728","ProspectAutoId":"177181","FirstName":"AutoSmoke_V61_2","LastName":"LeadCreate_Rathi","EmailAddress":"AutoSmoke_V61_2@mailinator.com","Company":"updated via upd act on act","Origin":"API","Phone":"8820833854","Mobile":"","Website":"","TimeZone":"","JobTitle":"","Source":"","SourceMedium":"","Notes":"Desc updated from task reminder on Opp trigger","SourceCampaign":"Source Campaign updated","SourceContent":"","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"126","Revenue":"","EngagementScore":"3","TotalVisits":"0","PageViewsPerVisit":"0","AvgTimePerVisit":"0","RelatedProspectId1":"","ProspectActivityId_Min":"50deb3af-5f67-4f34-a506-a4bf56359ef7","ProspectActivityDate_Min":"2024-03-19 01:31:48","Web_Referrer1":"","Web_RefKeyword1":"","ProspectActivityId_Max":"c978b66d-897a-44ec-888e-38abfcfb2674","ProspectActivityName_Max":"CustAct02","ProspectActivityDate_Max":"2024-03-19 01:50:07","ImportTransactionId":"","RelatedLandingPageId1":"","FirstLandingPageSubmissionId":"","FirstLandingPageSubmissionDate":"","OwnerId":"9f67c441-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"f6ccc2d5-7cb9-11ec-9700-02e42c58c0d4","CreatedOn":"2024-03-19 01:31:06","ModifiedBy":"f69a931d-5b35-11ed-9700-02e42c58c0d4","ModifiedOn":"2024-04-05 11:18:25","LeadConversionDate":"2024-03-19 01:31:06","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Hsr","mx_Street2":"AutoSmoke_V61_2 3/19/2024 1:31:06 AM","mx_City":"city updated","mx_State":"","mx_Country":"India","mx_Zip":"","LastModifiedOn":"2024-04-05 15:55:26","mx_AddToList_Trigger":"","mx_Date_of_Birth":"2024-04-09 00:00:00","mx_Total_Bill":"40","mx_Amount":"","mx_Tax":"","mx_Bill_Paid_Status":"No","mx_auto_dateTime":"","mx_DateTime":"","mx_Cust_String_01":"UpdatedViaAddOpp","mx_Cust_String_02":"Bestringer","mx_Cust_Decimal_01":"0.99","mx_Cust_Decimal_02":"12.00","mx_Cust_Int_01":"234","mx_Cust_Int_02":"12","mx_SmokeSetUpString":"","mx_SmokeSetUpBoolean":"","mx_SmokeSetUpNumber":"","mx_Date":"","mx_Date_Time":"","mx_Boolean_for_testing":"","mx_priyanka_text":"","mx_priyanka_number":"","mx_Eligible":"","mx_Product":"","mx_GST_Number":"","mx_Blank_Dropdown_issue_check":"","NotableEvent":"Modified","NotableEventdate":"2024-04-05 11:18:25","SourceReferrer":"","LastVisitDate":"2024-03-19 01:50:07","LeadAge":"20","mx_cfs2":"","mx_Portal_IsPortalUser":"","DoNotTrack":"","DoNotSMS":"","MailingPreferences":"","QualityScore01":"","TwitterId":"","FacebookId":"","LinkedInId":"","SkypeId":"","GTalkId":"","GooglePlusId":"","PhotoUrl":"","CurrentOptInStatus":"","OptInDate":"","OptInDetails":"","LastOptInEmailSentDate":"","ConversionReferrerURL":"","SourceReferrerURL":"","SourceIPAddress":"","Latitude":"","Longitude":"","mx_delete_field1":"","mx_field_dropdown":"","mx_Auto_Multi":"","mx_Cust_String1":"","mx_lead_los":"","mx_Test_Boolean_Field":"","mx_Smoke_CFS":"","mx_Field3":"","mx_PriyankaCFSDelete_check1":"","LeadLastModifiedOn":"2024-04-05 15:55:26","OwnerIdName":"MPUser2","OwnerIdEmailAddress":"MPUser2.asm@lsqdev.in","Groups":"","CreatedByName":"Ravi Sharma","ModifiedByName":"Sushma VB","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"MPUser2","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"MPUser2.asm@lsqdev.in","Owner_FullName":"MPUser2","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","mx_Custom_1":"AutoSmoke_V61_2 LeadCreate_Rathi - Opportunity","mx_Custom_2":"Prospecting","mx_Custom_3":"","mx_Custom_4":"2024-04-09 14:11:00","mx_Custom_5":"","mx_Custom_6":"56","mx_Custom_7":"","mx_Custom_8":"2021-02-17 14:19:00","mx_Custom_9":"","mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"OppCampaign","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"SourceContent","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Open","Owner":"9f67c441-4b3d-11eb-9166-0a68392cb7c4","Activity_OwnerId":"9f67c441-4b3d-11eb-9166-0a68392cb7c4"}

 

6. User Triggers

6.1 On Specific Date (User)

Lead data Activity data Task data Opportunity data User data Account data
No No No No Yes No

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-03-12 02:31:05","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-03-12 02:31:05","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-03-12","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-03-12 10:30:17","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-03-12 10:30:16","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-03-12","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

 

6.1 On Workday Start

Lead data Activity data Task data Opportunity data User data Account data
No No No No Yes No

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-07 01:01:58","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-07 01:01:57","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 01:00:37","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 01:00:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

 

6.2 On Workday End

Lead data Activity data Task data Opportunity data User data Account data
No No No No Yes No

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:45:36","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"online","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"true","LastCheckedOn":"2024-04-08 00:45:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 01:00:37","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 01:00:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

 

6.4 At Regular Interval (User)

Lead data Activity data Task data Opportunity data User data Account data
No No No No Yes No

Sample Data –

{"After":{"UserId":"a27c2cec-4e78-11eb-9166-0a68392cb7c4","FirstName":"Taskuser1","LastName":"","EmailAddress":"Taskuser1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-01-04 10:35:59","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:19:09","IsBillingUser":"false","ManagerUserId":null,"Groups":null,"IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Pune","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"17","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 00:19:09","LastCheckedIpAddress":null,"WorkDayTemplateId":"0d318f0c-4a64-11eb-9166-0a68392cb7c4","WorkDayTemplateName":"Default Template","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2022-08-30","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"","CustomAppRole":null},"Current":{"UserId":"a27c2cec-4e78-11eb-9166-0a68392cb7c4","FirstName":"Taskuser1","LastName":"","EmailAddress":"Taskuser1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-01-04 10:35:59","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 04:21:19","IsBillingUser":"false","ManagerUserId":null,"Groups":null,"IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"online","OfficeLocationName":null,"Address":null,"City":"Pune","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"17","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"true","LastCheckedOn":"2024-04-08 04:21:19","LastCheckedIpAddress":null,"WorkDayTemplateId":"0d318f0c-4a64-11eb-9166-0a68392cb7c4","WorkDayTemplateName":"Default Template","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2022-08-30","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"","CustomAppRole":null}}

 

7. Account Triggers

7.1 Account Created

Lead data Activity data Task data Opportunity data User data Account data
No No No No No Yes

Sample Data –

{"Before":null,"After":{"CompanyName":"TA 01 2/9/24","Stage":"Prospect","CompanyIdentifier":"","Website":"","Phone":"","Currency":null,"Description":"","Industry":null,"Employees":"","Address1":"hi","Address2":"hello","City":"","State":"","Country":null,"PinCode":"","OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"mx_Custom_1":"","mx_Custom_2":"","DoNotEmail":"false","DoNotCall":"false","FacebookUrl":"","TwitterUrl":"","LinkedInUrl":"","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001"},"Current":{"Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"City":"Bangalore","CompanyAutoId":"64","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Country":"India","CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","EmailAddress":null,"Employees":null,"Entity":"5001","FacebookUrl":null,"Industry":null,"Language":null,"LastActivityOn":null,"LinkedInUrl":null,"ModifiedBy":"94de257f-dfbb-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-02-09 06:09:33","mx_Custom_1":null,"mx_Custom_2":null,"Notes":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Phone":null,"PinCode":null,"Source":null,"Stage":"Prospect","State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"OwnerName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in","CreatedByName":"Ravi ","CreatedByEmail":"ravi.aas@lsqdev.in","ModifiedByName":"System ","ModifiedByEmail":"aas@leadsquared.com"}}

 

7.2 Account Updated

Lead data Activity data Task data Opportunity data User data Account data
No No No No No Yes

Sample Data –

{"Before":{"LastActivityOn":null,"PrimaryContact":"","Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"City":null,"Country":null,"CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"EmailAddress":null,"CompanyAutoId":"64","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"Stage":"Prospect","Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"17044123-113b-11ed-a554-026414e56464","ModifiedOn":"2024-02-09 06:09:28","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"PinCode":null,"mx_Custom_1":null,"mx_Custom_2":null,"OwnerName":"Ravi ","CreatedByName":"Ravi ","ModifiedByName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001"},"After":{"City":"Bangalore","CompanyTypeId":"5001","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","LastActivityOn":null,"PrimaryContact":"","Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"Country":null,"CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"EmailAddress":null,"CompanyAutoId":"64","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"Stage":"Prospect","Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"17044123-113b-11ed-a554-026414e56464","ModifiedOn":"2024-02-09 06:09:28","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"PinCode":null,"mx_Custom_1":null,"mx_Custom_2":null,"OwnerName":"Ravi ","CreatedByName":"Ravi ","ModifiedByName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in"},"Current":null}

 

7.3 Account Activity Added

Lead data Activity data Task data Opportunity data User data Account data
No No No No No Yes

Sample Data –

{"Before":null,"After":{"Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","Status":"Active","mx_Custom_5":"10","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001","ActivityEvent":"10001","ActivityType":"2","CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b"},"Current":{"CompanyType":null,"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyAuditId":null,"RelatedCompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":10001,"ActivityNote":"","ActivityDateTime":"2024-04-08 14:00:00","Score":null,"ActivityOwnerEmail":null,"ActivityDate":"2024-04-08T14:00:00","AssociatedOwnerId":null,"ActivityType":2,"CreatedByName":"Priyanka ","ActivityDisplayName":"NewActivity1","CreatedOn":"2024-04-08 14:01:01","ModifiedOn":"2024-04-08 14:01:01","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka","SearchByValue":null,"EmailAddress":null,"Origin":null,"ActivityEventName":"NewActivity1","FormLayout":null,"ActivityTypeProperties":null,"CanUpdate":false,"ActivityFields":{"Status":"Active","Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","mx_Custom_5":"10"},"Data":null,"Status":"Active","Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","EventDirection":0,"CanDeleteActivity":false,"AuditActivity":false,"PreDatedActivity":false}}

 

7.4 Account Activity Added

Lead data Activity data Task data Opportunity data User data Account data
No No No No No Yes

Sample Data –

{"Before":{"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-04-08 14:00:00","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","CreatedByName":"Priyanka ","ActivityEvent_Note":"","ModifiedOn":"2024-04-08 14:01:01","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka","mx_Custom_4":"","CompanyTypeId":"5001"},"After":{"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-04-08 14:00:00","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","CreatedByName":"Priyanka ","ActivityEvent_Note":"hhjkkk","ModifiedOn":"2024-04-08 14:37:28","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka ","mx_Custom_4":"2024-04-09 14:37:00","CompanyTypeId":"5001"},"Current":null}

Automation FAQ & Troubleshooting

/2 Comments/in , /by

1. Overview

This article will help you troubleshoot LeadSquared’s Automation feature.

 

2. Automation Triggers

1. Why didn’t the Automation trigger? 

  • Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time.

run once

  • If you’ve included additional conditions/inclusion criteria, the entities must match the criteria for the Automation to trigger.

additional condition

  • The Automation will only trigger on entities that enter the system after the Automation has been Published.

published

  • When an Indirect loop is created, it leads to multiple duplicate automation triggers. For example, when you set up automation with the Lead Update trigger, which triggers when the City field is updated, and then set up a Custom Action to Call a Lapp to update the City Field, this leads to an indirect loop (because when the City lead field is updated, a Lapp is called, which will, in turn, update the City lead field, leading to an infinite loop). These scenarios have been addressed by ensuring that the automation will terminate after 50 triggers of automation on a lead in a day.

indirect loop

The automation entry in the Lead Automation Report will display the Terminated status.

automation report terminated

The Automation Termination Report will reflect the same entry.

Leadsquared Automations

A Lead Update trigger that updates the Owner will not trigger when the lead owner is changed through the distributed lead card. This is done to improve performance and avoid looping.

 

2. Why didn’t the Automation trigger from Bulk Import or Bulk Update? 

  • You must enable the Bulk Automation Trigger settings by writing an email to support@leadsquared.com.
    • Once the Bulk Automation Trigger setting is enabled, by default, it will only be enabled on the Lead Create and Activity Create trigger. To enable the setting on other triggers (for example, Opportunity Create), you must raise a request by writing to support@leadsquared.com.
  • For the following triggers, you will need to enable an additional setting, Trigger on Import when configuring the trigger  –
    • Lead Create
    • Opportunity Create
    • Account Create

trigger on import

  • The maximum limit by default for bulk automation triggers is 10,000. For example, if you import 15,000 leads, the Bulk Automation on all 15,000 records will fail. You can increase the limit on bulk automation triggers to 25,000 by contacting support@leadsquared.com.

 

3. Why didn’t the Automation trigger from the Update Lead API? 

You must pass an additional query parameter, postUpdatedLead=true in the Update a Lead API request.

 

3. Send Email Card

1. Why isn’t the Send Email card functioning properly (Send Email Card Failure)?

  • When using a Send Email action, make sure the email address of the lead field has a valid email address. Navigate to Manage Leads>Lead Details to edit or verify the lead’s email address. 

automation email id check

  • Make sure the Do Not Email flag is disabled (“No“) for the lead. To find this option, navigate to Manage Leads>Lead Details Page>Lead Details Tab.

automation do not email

  • Verify if they have unsubscribed from emails or a specific email category. Navigate to Manage Leads>Lead Details>Activity History. Under Activity Type select the unsubscribed filters to check the Unsubscribe activities. 

unsubscribe

unsubscribe

 

4. Distribute Card

1. Why isn’t the round-robin lead Distribution functioning properly?

  • If user availability is enabled, then based on the different timings that users check in the round-robin distribution may not be uniform. For more details, you can watch this video.

2. Why isn’t the lead Distribution functioning properly?

  • If there’s parallel execution of more than 1 distribute card, then a user might have gotten more leads from one of the other distribute cards.

3. Why are users being assigned leads past their permitted quotas? 

  • If you have parallel Distribute cards executing on the same user, there might be cases where they are assigned more leads. To resolve this issue, please contact support@leadSquared.com.
  • Check if leads have been assigned to the user manually. For example, if a manager manually updates the lead owner to a particular user, the lead distribution quota will not apply.

4. What happens when a lead satisfies multiple rules in a Distribute card? 

If a lead satisfies multiple rules, then the first rule which is satisfied serially will be considered and the lead will be assigned as per that rule. For example, if a lead satisfies both Rule 1 (City) and Rule 2 (Language), the lead will be assigned as per Rule 1 (City).

5. After the Rules are being satisfied why is the Default Rule being executed? 

  • If Evaluate on latest data is enabled, then the Automation assesses the distribution rule on the current lead data in your account. For example, you set a lead distribution rule where the ‘Stage is Prospect’. A lead, whose stage is ‘Prospect’, enters the automation. While passing through the automation, the lead’s stage changes to ‘Disqualified’.
    • If ‘Evaluate on latest data’ is enabled, the lead won’t be considered by the lead distribution rule (Stage is Prospect), because according to the latest data, the lead’s stage is now ‘Disqualified’.
    • If ‘Evaluate on latest data’ isn’t enabled, the lead will be considered by the lead distribution rule (Stage is Prospect), because only the data at the time the lead entered the automation will be considered (and at that time the lead’s stage was ‘Prospect’).

eval latest data

  • Verify extra whitespace isn’t present in the entity level fields or the Distribute card.
  • Verify the configured users in the Distrubite card are not deactivated. You can navigate to the Manager Users page and search & filter for deactivated users.

 

5. If/Else Card

1. Why are the If/Else conditions being evaluated as False?

  • Evaluation here will always happen on the latest data. Verify if the data has changed after the Trigger Data through the Automation audit log (You will need to contact support@leadsquared.com to enable the lead audit log on Automation).
  • Verify extra whitespace isn’t present.

2. Why are the Multi If/Else conditions being evaluated as False?

  • The Multi If/Else evaluation flow will be from left to right. Whichever condition is evaluated as True first, will be considered and the rest will be ignored.

multi if else example

  • If Evaluate on latest data is selected, then the Automation will evaluate the current lead data in your account. A lead, whose stage is ‘Prospect’, enters the automation. While passing through the automation, the lead’s stage changes to ‘Disqualified’.
    • If ‘Evaluate on latest data’ is enabled, the lead won’t be considered (Stage is Prospect), because according to the latest data, the lead’s stage is now ‘Disqualified’.
    • If ‘Evaluate on latest data’ isn’t enabled, the lead will be considered (Stage is Prospect), because only the data at the time the lead entered the automation will be considered (and at that time the lead’s stage was ‘Prospect’).

 

6. Share Lead

1. Whom can you share a lead with? 

You can only share a lead with the Activity Owner.

2. Why can’t I unshare a lead?

Verify if the activity ID used to unshare the lead matches the activity ID used to share the lead.

unshare

 

7. Publishing an Automation

1. What happens to leads in an Automation when I unpublish, modify, and republish it?

  • Question: If I unpublish an automation, add a new action (e.g., a “Send Email” node), and then republish it while keeping existing leads in the automation, will those leads be processed through the newly added action?
  • Answer: Yes. When you unpublish an automation, modify it by adding new nodes, and then republish it, the following behavior applies:
    • Leads currently in the Wait Card of the automation will be processed through the newly added nodes when they reach the relevant step.
    • New leads entering the automation after republishing will also follow the updated automation flow, including the newly added actions.

If a lead has already passed the point where the new node was added, it will not go back and be processed through the new action.

 

8. Automation Report

1. Why is there a count mismatch on the Automation Report?

2. Why can’t I see the automation report for a specific lead or opportunity? / Automation report missing for lead or opportunity / Can’t find triggered automation for a lead

If you’re unable to find the automation report for a specific lead or opportunity, it’s usually due to one of the following reasons:

  • Mismatch in trigger type and details page
    Automations are triggered either by leads or by opportunities:

    • If the automation has a lead-based trigger, its report will appear on the Lead Details page.
    • If it has an opportunity-based trigger, it will appear on the Opportunity Details page.
      Check that you’re viewing the report on the correct entity page.
  • Data older than 90 days is not retained
    Automation reports are only available for automations that were triggered in the last 90 days from today. If the automation ran before that, its report will no longer be visible.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!