Create conversion lead from sold estimate for tracking
Create conversion lead from sold estimate for tracking
Your sold estimates lack marketing attribution, so campaign managers can't link revenue to channels. Create conversion leads from sold estimates so managers reconcile revenue before monthly reports.
Overview
When sold jobs don't flow into your conversion tracker, campaign managers can't reconcile spend with revenue and reports lag. This flow captures sold estimates as conversion leads and surfaces attribution in minutes, so marketing and sales close monthly reports with aligned data.