Segment Event (1)
SMB Event
Multi Record
A Salesperson Event assigns an Employee or group of Employees to select outbound sales target cohorts.
Use the Salesperson Event to model traditional outbound sales.
Use this Event when allocating time and sales efficiency to a specific or placeholder group of employees. Salespeople can target multiple types of customers and their time can be divided amongst those cohorts.
(coming soon)
Can be used for ...
(coming soon)
Common Connections
The Salesperson Event requires an upstream Employee Event, Outbound Sales Event and a Customer Event.
Example Files
(coming soon)
Event States
Specific Employee
- Selects a specific Employee from the Employee Event and allocates a percentage of their time to selling to specific Outbound Sales cohorts. These cohorts are inherited from an upstream Outbound Sales Event.
Placeholder Employee
- Used for projecting larger sales team hires. Select a number of Placeholder Employees (5 of 8, for example) from the Employee Event and allocates a percentage of their time to selling to specific Outbound Sales cohorts. These cohorts are inherited from an upstream Outbound Sales Event.
Edit Details Pane
Event Fields
(coming soon)