Create stage move record from prospecting activity for BI portal
Create stage move record from prospecting activity for BI portal
Your prospecting activity logs aren't reaching the BI portal, so enquiry signals stay untracked and campaigns lack context. Add stage-move records so marketing ops can segment and report same day.
Overview
When prospecting activity doesn't feed your BI, campaign managers and marketing ops lose timely enquiry signals and reporting lags. This flow captures each prospecting activity into your BI table so the team gets updated stage-move records within minutes for same-day segmentation and follow-up.