Add visit source to deals for accurate attribution
Add visit source to deals for accurate attribution
Notes often miss visit source, so your reps lack attribution for outreach. Extract source and write it to deals so marketing ops and sales have attribution before first follow-up.
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Overview
Missing source context forces reps to guess and slows outreach. This flow extracts visit-source details from prospect notes and writes a single, consistent "company / source / visit type" value onto the deal so marketing ops and sales have usable attribution within minutes.