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ℹ️ An event is a specific outcome (e.g. a conversion) in CRM terms. The events can include:
- Conversion Events: These events mark when a click turns into a lead. This could be after they make a purchase, sign up for a service, or any other predetermined action that signifies a conversion.
- Engagement Events: These might be actions such as clicking on a link in the ad, visiting a particular webpage, downloading a resource (or watching a video).
- Sales Stage Progression: In CRMs that help manage sales funnels, moving a lead or opportunity from one stage to the next can be tracked as specific events.
- Behavioral Triggers: These could be any behavior that might trigger a specific response or follow-up from the sales or marketing team.
- Customer Support Events: Actions like a customer raising a support ticket.
- Lifecycle Changes: Events marking a change in the lifecycle stage of a customer, like moving from a 'new customer' to a 'loyal customer', or being marked as 'at-risk' based on certain behaviors.
- Renewal or Upsell: In businesses with subscription models or where there are opportunities for upselling, a renewal or an upsell can be a significant event.
- Cancellation: When a customer decides to end their relationship with the business.
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