Rules
Reference list of all platform logic reference rules. Contains codes and descriptions for the rules applied across all entities. Use this to interpret why a model made a specific prediction or how data was organized.
Rule List
| model | rule_name | _sys_doc_id | description | is_default_rule |
|---|---|---|---|---|
| AccountsCloseDate | END_ACCOUNTS_CRM_CONVERTED | 108001 | Account is converted, close date is converted_date | true |
| AccountsCloseDate | END_ACCOUNTS_NO_ACTIVITY_RECORDED_IN_CREATION_PLUS_LEAD_TOUCH_CYCLE_PLUS_LEAD_ABANDONMENT_CYCLE | 108002 | Account is ignored: no activity within creation date + lead_touch_cycle + lead_abandonment_cycle, close date is createdon + lead_touch_cycle + lead_abandonment_cycle | false |
| AccountsCloseDate | END_ACCOUNTS_NO_MORE_ACTIVITES_DETECTED_IN_LEAD_ABANDONMENT_CYCLE | 108003 | Account is abandoned: no further activity within last touch + abandonment_cycle, close date is last touch + abandonment_cycle | false |
| AccountsCloseDate | END_ACCOUNTS_STILL_OPEN | 108004 | Account is still open, close date is None | false |
| AccountsCreatedon | END_ACCOUNTS_CRM_CREATEDON | 104001 | Account createdon becomes the end date | true |
| AccountsCreatedon | END_ACCOUNTS_FIRST_CONTACTS_CREATEDON | 104003 | Contacts present before account createdon, first contact createdon becomes the end date | false |
| AccountsCreatedon | END_ACCOUNTS_FIRST_OPPS_CREATEDON | 104002 | Opps present before account createdon, first opp createdon becomes the end date | false |
| AccountsFirstTouch | END_ACCOUNTS_FIRST_ACTIVITY_RECORDED | 111002 | First touch is performedon of the first activity | false |
| AccountsFirstTouch | END_ACCOUNTS_NO_ACTIVITES_USE_MIDDLE_BETWEEN_CREATED_AND_CRM_LAST_ACTIVITY | 111005 | No activities but crm last activity time present, user middle between createdon and last activity time as first touch | false |
| AccountsFirstTouch | END_ACCOUNTS_NO_ACTIVITIES_BUT_CONVERTED | 111003 | No activities but account converted, returning createdon | false |
| AccountsFirstTouch | END_ACCOUNTS_NOT_HATLEAD | 111001 | Account is a not a hatlead, returning None | false |
| AccountsFirstTouch | END_ACCOUNTS_UNTOUCHED | 111004 | No activities and account is not converted nor disqualified, therefore untouched | false |
| AccountsLastTouch | END_ACCOUNTS_LAST_ACTIVITY_RECORDED | 113002 | Last touch is performedon of the last activity | true |
| AccountsLastTouch | END_ACCOUNTS_NO_ACTIVITES_USE_CRM_LAST_ACTIVITY | 113006 | No activities but crm last activity time present, user middle last activity time as last touch | false |
| AccountsLastTouch | END_ACCOUNTS_NO_ACTIVITIES_BUT_CONVERTED | 113003 | No activities but account converted, returning createdon | false |
| AccountsLastTouch | END_ACCOUNTS_NO_ACTIVITIES_BUT_DISQUALIFIED | 113004 | No activities but account disqualified, returning createdon | false |
| AccountsLastTouch | END_ACCOUNTS_NOT_HATLEAD | 113001 | Account is a not a hatlead, returning None | false |
| AccountsLastTouch | END_ACCOUNTS_UNTOUCHED | 113005 | No activities and account is not converted nor disqualified, therefore untouched | false |
| AccountsOwnerid | OWNERSHIP_ACCOUNTS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION | 101002 | Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the owner | false |
| AccountsOwnerid | OWNERSHIP_ACCOUNTS_CRM_OWNER | 101001 | Account CRM owner becomes the owner | true |
| AccountsOwnerid | OWNERSHIP_ACCOUNTS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT | 101003 | Account owner overridden by owner of most activities | false |
| ActivitiesContactId | ACTIVITIES_CONTACTID_LOOKUP_FROM_CONTACTS | 137001 | Activities contact_id is taken from contact docid | true |
| ActivitiesContactId | ACTIVITIES_CONTACTID_LOOKUP_FROM_CRM_CONTACTID | 137002 | Activities contact_id is taken from crm_contactid | false |
| ActivitiesInteractionPurpose | ACCOUNT_TYPE_INTERNAL | 118001 | Account type determined as internal | false |
| ActivitiesInteractionPurpose | BEFORE_HATLEAD_CLOSE_DATE | 118003 | Activity performed before hat lead close date, becomes prospecting | false |
| ActivitiesInteractionPurpose | BEFORE_HATLEAD_CREATION_AND_HATLEAD_UNTOUCHED | 118002 | Activity performed before hat lead created date, and hatlead untouched, becomes internal | false |
| ActivitiesInteractionPurpose | NO_OPPID_LATEST_OPP | 118012 | Oppid absent, but many open opps present, choosing the most recent one, becomes New Logo Selling/Existing Customer Selling | false |
| ActivitiesInteractionPurpose | NO_OPPID_NO_OPEN_OPPS_BUT_LOST_OPPS | 118014 | Oppid absent, but activity performed after conversion date, won opps absent, becomes recycled prospecting | false |
| ActivitiesInteractionPurpose | NO_OPPID_NO_OPEN_OPPS_BUT_WON_OPPS | 118013 | Oppid absent, but activity performed after conversion date, won opps present, becomes Existing Customer Selling | false |
| ActivitiesInteractionPurpose | NO_OPPID_ONE_OPEN_OPP | 118009 | Oppid absent, but one open opp present, becomes New Logo Selling/Existing Customer Selling | false |
| ActivitiesInteractionPurpose | NO_OPPID_ONE_OPEN_OPP_BY_ACT_OWNER | 118010 | Oppid absent, but one open opp by activity owner present, becomes New Logo Selling/Existing Customer Selling | false |
| ActivitiesInteractionPurpose | NO_OPPID_ONE_OPEN_OPP_LATER_WON_BY_ACT_OWNER | 118011 | Oppid absent, but one open opp that is later won present, becomes New Logo Selling/Existing Customer Selling | false |
| ActivitiesInteractionPurpose | OPPID_BEFORE_CLOSE_DATE_OR_BEFORE_START_DATE_BUT_NO_PREV_CLOSED_OPPS | 118006 | Oppid present, activity performed before close date, or before selling start date with no previous opps closed, becomes New Logo Selling/Existing Customer Selling | true |
| ActivitiesInteractionPurpose | OPPID_BUT_BEFORE_START_DATE_WITH_PREV_CLOSED_OPPS_NOT_WON | 118008 | Oppid present, activity performed before selling start date, becomes recycled prospecting | false |
| ActivitiesInteractionPurpose | OPPID_BUT_BEFORE_START_DATE_WITH_PREV_WON_OPPS | 118007 | Oppid present, activity performed before selling start date, with previous opps won, becomes post-sales support | false |
| ActivitiesInteractionPurpose | OPPID_NL_LOST_AFTER_CLOSE_DATE | 118005 | Oppid present, activity performed after new logo lost close date, becomes recycled prospecting | false |
| ActivitiesInteractionPurpose | OPPID_WON_AFTER_CLOSE_DATE_OR_LOST_EXISTING_CUSTOMER_SALE | 118004 | Oppid present, activity performed after won close date, or after existing customer sale lost close date, becomes post-sales support | false |
| ActivitiesLeadId | ACTIVITIES_LEADID_LOOKUP_FROM_CRM_LEADID | 136002 | Activities lead_id is taken from crm_leadid | false |
| ActivitiesLeadId | ACTIVITIES_LEADID_LOOKUP_FROM_LEADS | 136001 | Activities lead_id is taken from lead docid | true |
| ActivitiesOppId | ACTIVITIES_OPPID_LOOKUP_FROM_CRM_OPPID | 138002 | Activities opp_id is taken from crm_oppid | false |
| ActivitiesOppId | ACTIVITIES_OPPID_LOOKUP_FROM_OPPS | 138001 | Activities opp_id is taken from opp docid | true |
| CompaniesListPriceStats | MAX_CRM_LIST_PRICE | 103003 | Median crm unit price is 0, return max crm list price | false |
| CompaniesListPriceStats | MEDIAN_CRM_UNIT_PRICE | 103001 | Max crm list price is null, return median crm unit price | false |
| CompaniesListPriceStats | RETURN_95_PERC_CRM_UNIT_PRICE | 103002 | Max crm list price is 0, return the 95th percentile of crm unit price | false |
| CompaniesListPriceStats | RETURN_CRM_LIST_PRICE | 103007 | No variablility of crm list price during period. Return list price. | true |
| CompaniesListPriceStats | RETURN_CRM_UNIT_PRICE | 103006 | Big variability in unit prices and quantity = 1, return unit price. | false |
| CompaniesListPriceStats | RETURN_MEAN_CRM_LIST_PRICE | 103005 | None of the other conditions fulfilled, return mean crm list price | false |
| CompaniesListPriceStats | RETURN_MEDIAN_CRM_UNIT_PRICE | 103004 | Ratio of crm unit to list price below 0.2 or above 3.0, return median crm unit price | false |
| CompaniesNumEmployeesMedian | MEDIAN_NUM_EMPLOYEES_BASED_ON_DEFAULT_350 | 123002 | Not enough data to use the actual median for imputing, using default 350 | false |
| CompaniesNumEmployeesMedian | MEDIAN_NUM_EMPLOYEES_BASED_ON_MEDIAN | 123001 | Enough data to use the actual median for imputing | true |
| CurrencyConversion | CURRENCY_CONVERSION_APPLIED | 117002 | Record was in other supported currency - conversion applied | false |
| CurrencyConversion | NO_CURRENCY_CONVERSION_APPLIED | 117001 | Record was in company currency - no conversion needed | true |
| CurrencyConversion | NO_CURRENCY_CONVERSION_POSSIBLE_NO_CURRENCY | 117003 | No currency info supplied | false |
| CurrencyConversion | NO_CURRENCY_CONVERSION_POSSIBLE_NOT_SUPPORTED_CURRENCY | 117004 | Record was in a non-supported currency | false |
| ErpAccountsMasterId | ERP_ACCOUNT_CRM_ACCOUNT_ID | 141001 | Crm account id present on erp account | true |
| ErpAccountsMasterId | ERP_ACCOUNT_NAME_MATCH | 141002 | No crm account id present on erp account, but found a match between erp account's name and account's name | false |
| ErpAccountsMasterId | NO_MATCH_FOUND | 141003 | No crm account id present on erp account, no match between erp account's name and account's name found, return null | false |
| LeadsCloseDate | END_LEADS_CRM_CONVERTED | 107001 | Lead is converted, close date is converted_date | true |
| LeadsCloseDate | END_LEADS_DISQUALIFIED | 107002 | Lead is disqualified, close date is last touched date if touched, and createdon if not, adding lead_touch_cycle days if only one touch to have > 0 prospecting days | false |
| LeadsCloseDate | END_LEADS_NO_ACTIVITY_RECORDED_IN_CREATION_PLUS_LEAD_TOUCH_CYCLE_PLUS_LEAD_ABANDONMENT_CYCLE | 107003 | Lead is ignored: no activity within creation date + lead_touch_cycle + lead_abandonment_cycle, close date is createdon + lead_touch_cycle + lead_abandonment_cycle | false |
| LeadsCloseDate | END_LEADS_NO_MORE_ACTIVITES_DETECTED_IN_LEAD_ABANDONMENT_CYCLE | 107004 | Lead is abandoned: no further activity within last touch + lead_abandonment_cycle, close date is last touch + lead_abandonment_cycle | false |
| LeadsCloseDate | END_LEADS_STILL_OPEN | 107005 | Lead is still open, close date is None | false |
| LeadsConvertedDate | END_LEADS_ACCOUNT_CONVERTED_DATE | 114002 | Use account converted date based on first opp start date | true |
| LeadsConvertedDate | END_LEADS_LEAD_IS_CONTACT | 114001 | Lead is a contact, not lead, converted date is None | false |
| LeadsFirstTouch | END_LEADS_FIRST_ACTIVITY_RECORDED | 110002 | First touch is performedon of the first activity | true |
| LeadsFirstTouch | END_LEADS_NO_ACTIVITES_USE_MIDDLE_BETWEEN_CREATED_AND_CRM_LAST_ACTIVITY | 110006 | No activities but crm last activity time present, user middle between createdon and last activity time as first touch | false |
| LeadsFirstTouch | END_LEADS_NO_ACTIVITIES_BUT_CONVERTED | 110003 | No activities but lead converted, returning createdon | false |
| LeadsFirstTouch | END_LEADS_NO_ACTIVITIES_BUT_DISQUALIFIED | 110004 | No activities but lead disqualified, returning createdon | false |
| LeadsFirstTouch | END_LEADS_NOT_HATLEAD | 110001 | Lead is a not a hatlead, returning None | false |
| LeadsFirstTouch | END_LEADS_UNTOUCHED | 110005 | No activities and lead is not converted nor disqualified, therefore untouched | false |
| LeadsLastTouch | END_LEADS_LAST_ACTIVITY_RECORDED | 112002 | Last touch is performedon of the last activity | true |
| LeadsLastTouch | END_LEADS_NO_ACTIVITES_USE_CRM_LAST_ACTIVITY | 112006 | No activities but crm last activity time present, user middle last activity time as last touch | false |
| LeadsLastTouch | END_LEADS_NO_ACTIVITIES_BUT_CONVERTED | 112003 | No activities but lead converted, returning createdon | false |
| LeadsLastTouch | END_LEADS_NO_ACTIVITIES_BUT_DISQUALIFIED | 112004 | No activities but lead disqualified, returning createdon | false |
| LeadsLastTouch | END_LEADS_NOT_HATLEAD | 112001 | Lead is a not a hatlead, returning None | false |
| LeadsLastTouch | END_LEADS_UNTOUCHED | 112005 | No activities and lead is not converted nor disqualified, therefore untouched | false |
| LeadsOwnerid | OWNERSHIP_LEADS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION | 100002 | Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the owner | false |
| LeadsOwnerid | OWNERSHIP_LEADS_CRM_OWNER | 100001 | Lead CRM owner becomes the owner | true |
| LeadsOwnerid | OWNERSHIP_LEADS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT | 100003 | Lead owner overridden by owner of most activities | false |
| Lookup | ACCOUNT | 119003 | Value looked up from account | false |
| Lookup | CONTACT | 119006 | Value looked up from contact | false |
| Lookup | HATLEAD | 119002 | Value looked up from hatlead | false |
| Lookup | IMPUTED_MEDIAN | 119009 | ND value present, and no non-ND value in other entities, imputing median | false |
| Lookup | LEAD | 119004 | Value looked up from lead | false |
| Lookup | OPP | 119005 | Value looked up from opp | false |
| Lookup | SAME_CREATOR_OWNER | 119008 | Value is absent but creator is the same as owner, returning Rep Lead Gen | false |
| Lookup | SELF | 119001 | Value present, no need to look up | true |
| Lookup | SELF_ND | 119007 | ND value present, and no non-ND value in other entities | false |
| OppHistoriesActivityStats | ACTIVITY_CAPTURE_LEVEL_TOO_LOW_RETURN_NONE | 116001 | Activity Capture Level too low, return None | false |
| OppHistoriesActivityStats | ADJUSTED_DURATION_ENOUGH_ACTIVITY_CAPTURE_LEVEL | 116002 | Activity Capture Level enough, use the present value | true |
| OppsBookingAmt | CUSTOM_MAPPING_IN_OPPS_USE_MAPPED_CRM_FIELD | 122003 | Custom mapping in opps, use the CRM amount field that was mapped | false |
| OppsBookingAmt | NO_OPP_LINE_ITEMS_USE_CRM_AMOUNT | 122002 | Opp line items not present, use the CRM amount field | false |
| OppsBookingAmt | SUM_OF_OPP_LINE_ITEMS_TOTAL_PRICE | 122001 | Opp line items present, summing over their total_price | true |
| OppsCloseDate | END_OPPS_CLOSE_DATE_IN_THE_FUTURE | 109003 | Opps is closed in the CRM but the close date is in the future, so the opp remains open asof now, close date is None | false |
| OppsCloseDate | END_OPPS_CRM_CLOSED | 109001 | Opp is CRM closed: is_closed is True and close date < asof, returning crm_close_date | true |
| OppsCloseDate | END_OPPS_NOT_CLOSED | 109002 | Opps is still open in CRM, close date is None | false |
| OppsCreatedon | END_OPPS_CLOSED_ON_EARLER_THAN_CREATEDON | 105001 | Opp close date earlier than createdon, move createdon back | false |
| OppsCreatedon | END_OPPS_CRM_CREATEDON | 105002 | Opp CRM createdon becomes the created date | true |
| OppsCreatedon | END_OPPS_FIRST_HISTORY_STAGE | 105003 | Opp history stages present before the createdon, move createdon back | false |
| OppsCreatorid | CREATOR_OPPS_CRM_CREATORID | 106001 | Opp creator is the creator in th CRM | true |
| OppsCreatorid | CREATOR_OPPS_HATLEAD_OWNERID | 106002 | Opps creator is the owner of the hatlead | false |
| OppsHistoryBookingAmt | NO_SCALING_APPLIED | 139002 | Final opp history amount is the same as the opp booking amount, no scaling applied | true |
| OppsHistoryBookingAmt | SCALED_BASED_ON_OPP_FINAL_AMT | 139001 | Final opp history amount differs from opp booking amount, scaling accordingly | false |
| OppsHistoryBookingAmt | SCALING_NOT_POSSIBLE | 139003 | Final opp history amount is missing or zero, no scaling applied | false |
| OppsMasterId | CONTACT_CRM_ACCOUNT_ID | 135002 | No crm account id present on opp, but crm account id present on opp's contact | false |
| OppsMasterId | NO_MATCH_FOUND | 135004 | No crm account id present on opp nor on opp's contact, no match between opp's name and account's name found, return null | false |
| OppsMasterId | OPP_ACCOUNT_NAME_MATCH | 135003 | No crm account id present on opp nor on opp's contact, but found a match between opp's name and account's name | false |
| OppsMasterId | OPP_CRM_ACCOUNT_ID | 135001 | Crm account id present on opp | true |
| OppsOwnerid | OWNERSHIP_OPPS_CRM_OWNER | 102001 | Opp CRM owner becomes the owner | true |
| OppsOwnerid | OWNERSHIP_OPPS_OWNER_FROM_OPP_HISTORY | 102002 | Opp ownership changed in the late opp history stages, the creator of opp history stages becomes the owner | false |
| OppsStartDate | END_OPPS_CLOSED_BEFORE_CREATEDON | 115001 | Opp is closed before createdon, ae date set to close date | false |
| OppsStartDate | END_OPPS_HANDOFF_AFTER_OPP_CREATION | 115005 | Opp handoff from SDR to AE happened on the date of the AE's first activity on the opp. | false |
| OppsStartDate | END_OPPS_HANDOFF_BEFORE_OPP_CREATION | 115004 | Opp handoff from SDR to AE happened on the date of the AE's first activity on the lead | false |
| OppsStartDate | END_OPPS_HISTORY_STAGES_BEFORE_CREATEDON | 115002 | Opp has history stages present before createdon, ae date set to close date | false |
| OppsStartDate | END_OPPS_NO_HANDOFF_RETURNING_ML_CREATEDON | 115003 | Opp handoff happened at opp creation date, ae date set to createdon | true |
| RevenueType | ND | 140012 | No matching logic, returning ND | false |
| RevenueType | ONE_TIME_CROSS_SALE | 140005 | One Time product but history indicates Cross-Sale | false |
| RevenueType | ONE_TIME_FAMILY_HISTORY | 140004 | One Time: same_family_history > 0 or previous_history == 0 | false |
| RevenueType | OVERRIDE_DOWNGRADE | 140002 | crm_name contains 'downgrade', overriding to Downgrade | false |
| RevenueType | OVERRIDE_EXPANSION | 140003 | crm_name contains 'expansion', overriding to Expansion | false |
| RevenueType | OVERRIDE_RENEWAL | 140001 | crm_name contains 'renewal', overriding to Renewal | false |
| RevenueType | RECURRING_CROSS_SALE_DIFF_FAMILY | 140006 | Recurring: diff_family_history > 0 and no same family | false |
| RevenueType | RECURRING_DOWNGRADE_WINDOW | 140009 | Recurring: qty decreased vs window sale, returning Downgrade | false |
| RevenueType | RECURRING_EXPANSION_HISTORY | 140011 | Recurring: same_family_history > 0 but no window history, returning Expansion | false |
| RevenueType | RECURRING_EXPANSION_WINDOW | 140008 | Recurring: qty increased vs window sale, returning Expansion | false |
| RevenueType | RECURRING_INITIAL_SALE | 140007 | Recurring: no family and no diff family history | false |
| RevenueType | RECURRING_RENEWAL_WINDOW | 140010 | Recurring: qty equal, returning Renewal | false |
| SsrHistoryAdjDuration | ADJUSTED_DURATION_ENOUGH_ACTIVITY_CAPTURE_LEVEL_AND_MOST_DURATION_BY_OWNER | 133003 | Adjusted duration based on duration because owner activity capture level present and high enough and most activities are performed by the owner | true |
| SsrHistoryAdjDuration | ADJUSTED_DURATION_ENOUGH_ACTIVITY_CAPTURE_LEVEL_BUT_MOST_DURATION_NOT_BY_OWNER | 133004 | Adjusted duration based on duration because owner activity capture level present and high enough but most activities are not performed by the owner | false |
| SsrHistoryAdjDuration | ADJUSTED_DURATION_NOT_ENOUGH_ACTIVITY_CAPTURE_LEVEL | 133001 | Adjusted duration based on expected duration because owner activity capture level not present or too low | false |
| SsrHistoryAdjDuration | ADJUSTED_DURATION_NOT_ENOUGH_ACTIVITY_CAPTURE_LEVEL_AND_USED_INDUSTRY_DEFAULT | 133002 | Adjusted duration based on expected duration from industry defaults because owner activity capture level not present or too low and not enough representative reps | false |
| SsrHistoryEndLeadGen | END_ACCOUNTS_CRM_CREATEDON | 134002 | Lead createdon becomes the end date | false |
| SsrHistoryEndLeadGen | END_LEADS_CRM_CREATEDON | 134001 | Lead createdon becomes the end date | false |
| SsrHistoryEndPostSalesSupportRecycled | END_CHURNED_LAST_WON_OPP_PLUS_FULL_YEARS | 130001 | Postselling ends after a number of full years without existing customer selling opp creation | false |
| SsrHistoryEndPostSalesSupportRecycled | END_PROSPECTING_LAST_LOST_NEW_LOGO_PLUS_FULL_YEARS | 130002 | Restarting prospecting ends after a number of full years without another new logo creation | false |
| SsrHistoryOutcomeLeadGen | OUTCOME_NEW_ACCOUNT_CREATED | 125002 | New account created, the the outcome is 'untouched' till activities performed | false |
| SsrHistoryOutcomeLeadGen | OUTCOME_NEW_LEAD_CREATED | 125001 | New lead created, the the outcome is 'untouched' till activities performed | false |
| SsrHistoryOutcomePostSalesSupport | OUTCOME_CHURNED | 128002 | Postselling failed: no existing customer selling opp created and activities stopped | false |
| SsrHistoryOutcomePostSalesSupport | OUTCOME_EXISTING_CUSTOMER_SELLING_STARTED | 128001 | Postselling successful: existing customer selling opp is created | false |
| SsrHistoryOutcomeProspecting | OUTCOME_ABANDONED_NO_MORE_ACTIVITES_IN_LEAD_ABANDONMENT_CYCLE | 126005 | Lead abandoned: no activities in lead abandonment cycle days since last touched | false |
| SsrHistoryOutcomeProspecting | OUTCOME_IGNORED_NO_ACTIVITIES_IN_CREATEDON_PLUS_180_DAYS | 126001 | Lead ignored: no activity in 180 days since creation | false |
| SsrHistoryOutcomeProspecting | OUTCOME_LEAD_CONVERTED | 126004 | Lead converted | false |
| SsrHistoryOutcomeProspecting | OUTCOME_LEAD_DISQUALIFIED | 126003 | Lead disqualified | false |
| SsrHistoryOutcomeProspecting | OUTCOME_PROSPECTING_ACTIVITY_RECORDED | 126002 | Lead prospecting started: first_touch is not None | true |
| SsrHistoryOutcomeRecycled | OUTCOME_PROSPECTING_RESTARTED_NEW_LOGO | 129001 | Restarting prospecting succeeded: another new logo created | false |
| SsrHistoryOutcomeRecycled | OUTCOME_PROSPECTING_SELLING_ABANDONED | 129002 | Restarting prospecting failed: no more opps created and activities stopped | false |
| SsrHistoryOutcomeSelling | OUTCOME_CRM_ISWON_FLAG_SET_FALSE | 127002 | Opp lost in CRM | false |
| SsrHistoryOutcomeSelling | OUTCOME_CRM_ISWON_FLAG_SET_TRUE | 127001 | Opp won in CRM | false |
| SsrHistoryOwnershipLeadGen | OWNERSHIP_ACCOUNTS_CRM_CREATOR | 132002 | Account CRM creator becomes the owner | false |
| SsrHistoryOwnershipLeadGen | OWNERSHIP_LEADS_CRM_CREATOR | 132001 | Lead CRM creator becomes the owner | false |
| SsrHistoryOwnershipPostSalesSupportRecycled | OWNERSHIP_ACCOUNTS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION | 131002 | Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the owner | false |
| SsrHistoryOwnershipPostSalesSupportRecycled | OWNERSHIP_ACCOUNTS_CRM_OWNER | 131001 | Account owner is the CRM owner | false |
| SsrHistoryOwnershipPostSalesSupportRecycled | OWNERSHIP_ACCOUNTS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT | 131003 | Account owner overridden by owner of the most activities | false |
| SsrType | ACCOUNT_TYPE | 124003 | Returning account type | true |
| SsrType | NO_ACCOUNT_EXISTS | 124001 | No account present, only lead | false |
| SsrType | SALES_STEPS_PRESENT | 124002 | Account present, sales steps present | false |
| UsersGroup | CRM_VALUE | 121007 | Value based on crm value | false |
| UsersGroup | MANAGERS_GROUP | 121006 | Value based on user's manager's value | false |
| UsersGroup | MORE_THAN_ONE_FUZZY_MATCH | 121003 | More than one value returned from a fuzzy match, unable to determine which one is correct | false |
| UsersGroup | NO_MATCH | 121005 | No exact match nor fuzzy match found | false |
| UsersGroup | UNIQUE_EXACT_MATCH | 121001 | Exactly one value matched exactly | true |
| UsersGroup | UNIQUE_FUZZY_MATCH | 121002 | Exactly one value returned from a fuzzy match | false |
| UsersGroup | USER_OVERRIDE | 121004 | Group overriden by user | false |
| UsersHrInfo | FUZZY_MATCH | 120004 | Fuzzy match found for user's name | false |
| UsersHrInfo | MATCHED_EMAIL | 120002 | Exact match found for user's crm_email | false |
| UsersHrInfo | MATCHED_FULLNAME | 120003 | Exact match found for user's crm_fname + crm_lname | false |
| UsersHrInfo | NO_HR_FILE | 120001 | No hr file found | false |
| UsersHrInfo | NO_MATCH | 120006 | Neither email nor full name matched | false |
| UsersHrInfo | USER_OVERRIDE | 120005 | User ID overriden by user | true |