Help business owners keep CRM deal sources complete

Sales reps see deals added without a source, causing pipeline reports to misattribute origin. Alerts notify sales and ops so missing origins get filled and pipeline reporting stays accurate.

Overview

Deals without a recorded source create blind spots in pipeline attribution and weaken forecasting. This workflow routes every source-less deal to sales and operations for quick origin capture, eliminating reporting gaps and ensuring zero missed follow-ups.

Notable Features

Flag deals missing source
Notify sales and operations
Create CRM follow-up task