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Instance: iCare
Scope: 6 configuration changes — Fields, Reports, Users, Logic
Owner: CRM Admin / Marketing Ops

C-01 · AI Outreach flag

Object	Campaign
Field label	AI Outreach
API name	clay_ai_outreach__c
Field type	Boolean (checkbox)
Default value	FALSE
Populated by	User — set manually by MARCOM Ops

When set to TRUE, indicates that this Campaign is being executed via the Clay / Smartlead capability. Used by MARCOM Ops to scope reporting and filter campaigns eligible for the Clay workflow. No automated logic — user-managed only.

Managed by	MARCOM Ops (set) · CRM Admin (created)
Write access	MARCOM Ops profile and above
Read access	All internal users
Integration source	None — user-managed only
Data sensitivity	Low

C-02 · Cold Lead flag

Object	Lead
Field label	Cold Lead
API name	clay_cold_lead__c
Field type	Boolean (checkbox)
Default value	FALSE
Populated by	Automation / scheduled Flow

Identifies Leads eligible for inclusion in Clay-driven AI outreach campaigns. A Lead is considered cold when it has not engaged recently and passes all exclusion checks. Used to filter the Cold Lead Report and as a prerequisite for Campaign Member inclusion.

Managed by	CRM Admin (field) · Automation (value)
Write access	Automation / Flow only — no manual edits
Read access	MARCOM Ops, Sales, CRM Admin
Integration source	None — derived from SFDC field values
Data sensitivity	Medium — drives outreach eligibility decisions