Article Overview
The following information will guide you on how to choose what event/activity types you'd like to track in Amplify. In order to select the event types you want to track in Amplify, you will need to have SalesRabbit admin access.
Event Types
Amplify provides a variety of event types to track that you can setup to report on your Amplify Dashboard. You can select the event types you wish to track by checking the appropriate event types on the third page of the Amplify Configuration (pictured below).
- Lead Status
- Tracks Changes in lead status attributed only to the representative who updated the lead status. This is the default event type for all users.
- Resulting Status
- Tracks changes in lead status attributed to the representative who updated the lead status and logs an additional status event for every previous representative who had dispositioned the lead. This is useful for businesses that track leads in a Setter/Closer model.
- Lead Stage
- Tracks changes in lead stages based on the lead statuses defined in the configuration. Multiple lead statuses can map to a single stage, and changes are attributed only to the representative who updated the lead status.
- Resulting Stage
- Tracks changes in the lead stages based on the lead statuses defined in the configuration and logs an additional stage event for every previous representative who had dispositioned the lead. Multiple lead statuses can be mapped to a single stage.
Once you've selected the event types you'd like to track, you can then create a metric, then add it to a widget to start reporting on your Amplify Dashboard.
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