Business owners: keep client source data up to date

Business owners lose attribution when New Client moves aren't recorded, creating reporting gaps. Update Source Breakdown on New Client so ops and sales keep accurate attribution for reporting.

Overview

Missed New Client records create attribution blind spots that undermine reporting and decision making for business owners. This workflow writes every New Client event into your Source Breakdown sheet so ops and sales always see source, program, and booking details. Customers report fewer manual fixes and more reliable attribution for reporting and planning.

Notable Features

Update Source Breakdown on stage change
Create or update client rows
Notify operations and sales stakeholders