Add won deals to intake tracking spreadsheet for marketing
Add won deals to intake tracking spreadsheet for marketing
Your closed deals lack normalized fields and timestamps, leaving marketing unable to attribute campaigns. Get consistent rows and formatted dates so intake coordinators can begin onboarding same day.
Overview
When won cases don't land in a central place, campaign attribution and intake stall and your coordinators can't act. This flow captures won deals and standardizes key fields so marketing and intake coordinators can start outreach and onboarding the same day.