Create conversion log rows from converted intake records
Create conversion log rows from converted intake records
Your converted intake records aren't in a single conversion log, leaving intake staff and the business owner without an audit trail. Get a centralized conversion log for same-day reporting.
Overview
When an intake record is marked converted you need a reliable, auditable trail and timely follow-up. This flow appends a time-stamped conversion row with contact and campaign context so intake managers and the business owner can report and act same day.