# Core System Mechanics TL;DR

{% hint style="info" %}
New here? See the[ **Quick-Start Guide** ](/onboarding/quick-start-guide.md)for a full introduction.
{% endhint %}

### [The Engagement Object - Heart of the System](/onboarding/quick-start-guide.md#the-engagement-object)

* Every meaningful Lead/Contact interaction creates an Engagement record in Salesforce
* Engagements store both [attribution information](https://help.integrousanalytics.com/v1/docs/quick-start-guide#attribution-measurement) (where they came from and how they interacted) and [sales progression information](https://help.integrousanalytics.com/v1/docs/quick-start-guide#sales-progression-measurement) (how far they advanced in their qualification and deal process)
* Most reporting draws from Engagement records, not Lead/Contact records

### [Activations vs. Influencing Engagements](https://help.integrousanalytics.com/onboarding/pages/dd015d39015506ea3499521504df8ef811418c02#activations-vs.-influencing-engagements)

* Every Engagement record is either an Activation Engagement or an Influencing Engagement
  * **Activation Engagements:** Mark the beginning of a new Sales Journey (what we count as "leads" in reporting)
  * **Influencing Engagements:** Additional interactions during an active sales journey
* Every Engagement stores ***Attribution info***, but only Activation Engagements store ***sales progression info***
* Whether an Engagement is created as an Activation depends on if the Lead/Contact's previous sales journey is complete

### [Sales Journey Completion & Reactivation](/onboarding/quick-start-guide.md#reactivation-eligibility)

* Sales journeys "complete" when Leads/Contacts are dispositioned (disqualified, no response) or are associated with won/lost opportunities
* Completed journeys make Leads/Contacts eligible for "Reactivation" - their next interaction starts a fresh sales journey with new attribution
* This ensures opportunities are attributed to recent, relevant interactions rather than outdated ones

## Related:

* [**Quick-Start Guide** ](/onboarding/quick-start-guide.md)- Complete system introduction
* [**Engagement Relationships** ](/onboarding/quick-start-guide.md#engagement-object-relationships)- Learn how Engagements are connected to Leads, Contacts, and Opportunities
* [**Configuration Decisions** ](/onboarding/configuration-decisions.md)- Apply these concepts to your setup
* [**Customer System Prerequisites** ](/onboarding/customer-system-prerequisites.md)- Recommendations for your systems outside of Integrous Analytics
* [**Engagement Creation and Attribution Logic** ](/key-concepts/engagement-creation-and-attribution-logic.md)- Admin Cheat Sheet for how Engagements are created and where they get their attribution
* [**Key Concepts** ](/key-concepts.md)- Detailed articles describing system mechanics


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.integrousanalytics.com/onboarding/core-system-mechanics-tl-dr.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
