SalesExplorationStatus

  • Computed status of the sales exploration process for a lead.

    Derived from the sales_exploration_meeting_date field and Sales Exploration activity tags.

    Available statuses:

    • not_booked: No meeting worth counting, or one whose transcript never arrived
    • done: A Sales Exploration tag exists on the lead's activities (takes priority over booked)
    • booked: A meeting is scheduled, being held, or still being analyzed

    A meeting stops counting as booked only once its transcript can no longer be expected -- TRANSCRIPT_PROCESSING_STALE_HOURS after it ends, the same moment the "analyzing transcript" indication is cleared as stale. Before then the tag that would make it done may still be on its way.