Add cold estimator leads to a centralized tracking sheet

Your estimator leads in the CRM lack ad attribution and timestamps, making reporting and follow-up unclear. Add each to a central tracker so campaign managers reconcile ad conversions and act same day.

Add cold estimator leads to a centralized tracking sheet

Overview

Ad-attributed estimator leads often miss consistent timestamps and ad identifiers, leaving campaign managers unable to reconcile conversions. This flow centralizes those leads into a single tracker with adjusted onboarding timestamps so teams can reconcile conversions and act same day.

Add cold estimator leads to a centralized tracking sheet