# Activation Milestones & Funnel Tracking

**Document Version:** 1.0.0 (Phase 20)

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## 1. Activation Milestones

- `workspace_profile`: Business type, timezone, currency configured.
- `lead_capture`: Inbound lead sources initialized.
- `follow_up_sequence`: Starter sequence ("New Enquiry Nurture") active.
- `email_configured`: Outbound SMTP or simulated email transport connected.
- `first_lead_created`: First real or test lead ingested.
- `first_followup_completed`: First follow-up contact logged.
- `first_stage_changed`: Lead pipeline stage updated.

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## 2. Test Data Safety

- Test records are explicitly marked `is_test = true` and `is_sample = true`.
- Administrators can safely clear test data via the UI or `POST /api/v1/onboarding/purge-test-data` without affecting active customer leads.