Lead Activities

Every touchpoint and action on a lead is logged to the lead_activities table, forming a full timeline for each contact.

Data model

`lead_activities`

Column	Type	Notes
`tenant_id`	uuid FK → tenants
`lead_id`	uuid FK → leads
`type`	enum	See activity types below
`description`	text	Human-readable summary of the activity
`actor_type`	enum	`human` \| `agent` \| `system`
`actor_id`	varchar(255)	User `ref_id` or agent role
`metadata`	jsonb	Type-specific data (see below)

Activity types

Type	Logged when
`note`	A human or agent adds a note to the lead
`email_sent`	An outbound email is sent to the lead
`email_received`	A reply or inbound email is received from the lead
`call`	A phone call is logged
`status_change`	The lead’s `status` field is updated
`enrichment`	Auto-enrichment runs and populates `enrichment_data`
`score_updated`	Scoring engine recalculates and updates score/band
`nurture_enrolled`	Lead is enrolled into a nurture sequence
`nurture_step_scheduled`	A nurture step is queued for future execution
`nurture_step_executed`	A nurture step is executed (email/task/call reminder)
`nurture_paused`	Sequence is paused manually or by rule
`nurture_resumed`	Paused sequence is resumed
`nurture_exited`	Lead exits sequence due to conversion/disqualification/reply

Metadata examples

status_change


{
  "fromStatus": "new",
  "toStatus": "qualified"
}

email_sent


{
  "emailSubject": "Following up on your inquiry",
  "messageId": "msg_abc123"
}

enrichment


{
  "linkedinUrl": "https://linkedin.com/in/example",
  "companySize": "11-50",
  "industry": "SaaS",
  "website": "https://example.com"
}

score_updated


{
  "previousScore": 46,
  "newScore": 68,
  "previousBand": "warm",
  "newBand": "hot",
  "modelVersion": "v1.0",
  "topFactors": [
    "job_title_match",
    "opened_2_emails",
    "visited_pricing_page"
  ]
}

nurture_step_executed


{
  "sequenceId": "seq_123",
  "stepId": "step_2",
  "channel": "email",
  "templateId": "tmpl_followup_2",
  "deliveryStatus": "sent"
}

Actor types

Activities can be logged by:

human — a tenant user or DM team member acting via the dashboard
agent — an AI agent (e.g. enrichment agent, follow-up drafter)
system — automated system events (e.g. lead form webhook ingestion)

Leads — lead data model
Pipeline — status transitions
Database schema