Add SQL-stage contact rows to central tracker sheet
Add SQL-stage contact rows to central tracker sheet
Your SQL-stage contacts aren't logged into the conversion tracker, causing handoffs and missed outreach. Capture contact info and ad click IDs into the tracker so reps can act same day.
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Overview
Deals that flip to SQL without a central log create blind handoffs and slow follow-up. This flow captures contact info and ad click context into a single tracker so sales ops and AEs have actionable records within minutes.