Uses the Component:SalesActivityType
Represents the activities that occur for a Sales Lead
Table 6.59. Fields and Components
Name | Description | Occurrence | Type | Data Type | User Notes |
---|---|---|---|---|---|
ActivityID |
Source-assigned unique event ID | 0..1 | Field | oag:OpenIDType | |
ActivityDateTime |
Date and time that the activity took place | 0..1 | Field | oag:xbt_DateTimeType | |
MaterialRequested |
Name of the materials the customer requested. (i.e., brochure, materials, etc.) | 0..1 | Field | oag:TextType | |
MaterialSent |
Name of the materials sent to the customer. (i.e., brochure, materials, etc.) | 0..1 | Field | oag:TextType | |
EmailResult |
Indicates Whether an Email was Sent. Example could be: S - Sent, digit- - number of times sent, R-Received, N-Not Sent, U-Undeliverable, b - Email address not available | 0..1 | Field | oag:CodeType | |
RequestContactIndicator |
Indicates whether customer would like to be contacted. | 0..1 | Field | oag:IndicatorType | |
ActivityResult |
Result of Activity - Ex: Bought competing Vehicle | 0..1 | Field | oag:TextType | |
ActivityNote |
Free form comments that relate to the activity | 0..1 | Field | oag:TextType | |
SalesPersonName |
Name of the salesperson or person creating the lead status or note | 0..1 | Field | oag:NameType | |
LeadResponseTime |
Response Time is the time (minutes) that it took the salesperson at the dealership to first respond (not auto-respond) to the prospect. This is time in business minutes (minus hours closed business time). | 0..1 | Field | oag:NumberType | |
OriginalContactMethodType |
Original contact method for a given encounter. | 0..1 | Field | sqdt:ContactMethodTypeCodeType | |
Marketing |
Marketing Campaign Information for this Activity | 0..1 | Field | MarketingType | |
ActivityEndDateTime |
Activity end date. | 0..1 | Field | oag:xbt_DateTimeType | |
Vehicle |
Common vehicle component | 0..1 | Component | VehicleABIEType | |
SalesActivityDocument |
A Document that is part of a Sales Activity. | 0..* | Component | SalesActivityDocumentABIEType | |
LeaseEndOptionVehicleDecision |
Enables the customers decision at the end of an option to be recorded along with other associated information. It records whether the client has decided to refinance, return, or retain the vehicle or whether they have not made up their mind etc. | 0..1 | Field | sqdt:LeaseEndOptionVehicleDecisionCodeType | |
LeaseEndOptionFinanceDecision |
Enables the customers decision at the end of an option to be recorded along with other associated information. It records whether the client has decided to finance their next vehicle or whether they have not made up their mind etc. | 0..1 | Field | sqdt:LeaseEndOptionFinanceDecisionCodeType | |
SalesActivityActionEvent |
Event information in regards to the sales activity. This can be dates that the activity were created, updated, or deleted. | 0..* | Component | EventType |
The XML Sample provided here is an approximation of the generated XML for this component. Not all of the fields are required for implementation.
Example 6.68. SalesActivity
<SalesActivity> <ActivityID>......</ActivityID> [0..1] <ActivityDateTime>......</ActivityDateTime> [0..1] <MaterialRequested>......</MaterialRequested> [0..1] <MaterialSent>......</MaterialSent> [0..1] <EmailResult>......</EmailResult> [0..1] <RequestContactIndicator>......</RequestContactIndicator> [0..1] <ActivityResult>......</ActivityResult> [0..1] <ActivityNote>......</ActivityNote> [0..1] <SalesPersonName>......</SalesPersonName> [0..1] <LeadResponseTime>......</LeadResponseTime> [0..1] <OriginalContactMethodType>......</OriginalContactMethodType> [0..1] <Marketing>......</Marketing> [0..1] <ActivityEndDateTime>......</ActivityEndDateTime> [0..1] <Vehicle>......</Vehicle> [0..1] <SalesActivityDocument>......</SalesActivityDocument> [0..*] <LeaseEndOptionVehicleDecision>......</LeaseEndOptionVehicleDecision> [0..1] <LeaseEndOptionFinanceDecision>......</LeaseEndOptionFinanceDecision> [0..1] <SalesActivityActionEvent>......</SalesActivityActionEvent> [0..*] </SalesActivity>