Create opportunity tracking row for BDR-originated sales deals
Create opportunity tracking row for BDR-originated sales deals
Your BDR-originated opportunities aren't in campaign reports, leaving sourced pipeline untracked. They are added to a central tracking sheet so marketing ops can report on them same day.
Overview
Missed BDR transfers create blind spots in campaign-sourced pipeline and slow attribution. This flow records every transferred opportunity to a central tracking sheet automatically so marketing ops can report on and act against sourced deals the same day.