Add CRM leads without incentive to acquisition sheet
Add CRM leads without incentive to acquisition sheet
You miss eligible leads when CRM incentive markers are blank, delaying campaigns and wasting credit offers. The workflow adds those leads to a marketing sheet so campaign managers can act the same day.
Overview
When incentive markers are empty in CRM, eligible prospects quietly fall out of acquisition audiences. This flow captures those leads into a campaign-ready sheet so campaign managers can include them in credit offers the same day.