Overview
Every lead in DealOracle has an Event Stream — a complete, chronological history of everything that has happened to that lead from the moment it entered the system.
The Event Stream captures:
- Creation — How and when the lead was added (CSV import, webhook, manual entry)
- Status changes — Every time the lead's status moves through the pipeline
- Disposition updates — When an outcome is assigned or changed
- Conversion events — Every server-side event sent to ad platforms, including the platform response
- Notes — Team notes and comments added to the lead
- Data changes — Edits to the lead's name, email, phone, tags, or other fields
- Imports and exports — When the lead was included in a bulk operation
The Event Stream is your audit trail. It tells you exactly what happened, when, and who did it. This is invaluable for debugging conversion tracking, resolving team disputes about lead ownership, and understanding the full customer journey.
Viewing Events
To access a lead's Event Stream:
- Open the Lead Manager
- Click on any lead row to open the lead detail panel
- Select the Event Stream tab
The Event Stream displays events in reverse chronological order (newest first) with the following details:
- Timestamp — Exact date and time of the event
- Event type — Icon and label indicating what kind of event occurred
- Details — Specifics of the event (e.g., "Status changed from New to Contacted")
- User — Who triggered the event (team member name or "System" for automated events)
Filtering the Event Stream
Use the filter dropdown above the timeline to show only specific event types:
- All Events (default)
- Status Changes
- Disposition Changes
- Conversion Events
- Notes
- Data Changes
This is particularly useful for leads with long histories where you need to find a specific event quickly.
Event Types
The following event types are recorded in the Event Stream:
| Event Type | Icon | Description | Example |
|---|---|---|---|
| Lead Created | + | Lead was added to the system | "Lead created via CSV import" |
| Lead Updated | ✏ | Lead data was modified | "Email changed from [email protected] to [email protected]" |
| Status Changed | → | Pipeline status was updated | "Status changed from New to Contacted by Jane" |
| Disposition Set | ◎ | Outcome was assigned or changed | "Disposition set to Sold ($500 value)" |
| Conversion Sent | ↑ | Server-side event fired to ad platform | "Facebook CAPI: Purchase event sent — 200 OK, match quality: High" |
| Conversion Failed | ✗ | Server-side event failed | "Google Enhanced Conversions: 401 Unauthorized — check credentials" |
| Note Added | ✉ | Team member added a note | "Called twice, left voicemail. Will follow up Thursday." |
| Lead Exported | ↓ | Lead included in an export | "Exported in CSV batch by Admin on 2026-03-08" |
| Tags Changed | # | Tags were added or removed | "Tags added: hot-lead, q1-campaign" |
Conversion Event Details
Conversion events include extra detail:
- Platform — Which ad platform received the event (Facebook, Google, etc.)
- Event name — The platform-specific event (Purchase, Lead, etc.)
- Response code — HTTP status from the platform API
- Match quality — How well the platform matched the event to an ad click
- Event ID — Unique identifier for deduplication