Event Flow Types Concepts

Events are grouped within an event flow, which serves as container for related events. For instance, multiple events contributed to a specific customer interaction, such as an initial call, shipping sales material, and a personal meeting, are consolidated within the same event flow. This consolidation provides an overview and historical record of the events that occurred. Event flows offer summaries and statistics, including the total time spent on events within the event flow, the time at which the latest event took place, and the date and time of the next expected event.

Each event flow can be assigned to an event plan to enable automated creation of events in the flow based on the outcomes of existing events.

You can:

  • Create an event flow type.
  • Edit an event flow type.
  • Delete an event flow type.