ENUM

StepChecklistTypeEnum

Kind of sales step checklist item, which determines what completes it.

link GraphQL Schema definition

  • enum StepChecklistTypeEnum {
  • # Plain item, completed when a user checks it off.
  • Default
  • # Completed through an activity of the selected task or appointment type.
  • ActivityType
  • # Completed when the selected field on the record has a value.
  • FieldType
  • # Completed when a note is created for the item.
  • CreateNote
  • # Completed when a document is attached for the item.
  • AttachDocument
  • # Completed when an email is sent for the item.
  • SendEmail
  • # Completed when a document is generated from the selected document template.
  • UseDocumentTemplate
  • # Completed when the record is enrolled in the selected email sequence.
  • EnrollToEmailSequence
  • # Completed when the selected Automatizer process has run for the record.
  • RunProcess
  • # Completed when contacts with all the selected sales roles are linked to the lead
  • # or opportunity.
  • MapSalesRole
  • # Item for building the influence map, completed when a user checks it off.
  • CreateInfluenceMap
  • }