Keep marketing ops' conversion data aligned with sales workbooks

Marketing ops miss order attribution when paid orders don't reach sales workbooks. This flow records paid orders to owner workbooks and updates prospect records so marketing can close attribution gaps.

Overview

Missing paid orders create blind spots in campaign attribution and leave ad spend decisions uncertain. This workflow ensures every paid order lands in the right owner workbook and updates prospect/enquiry records, closing reporting gaps and giving marketing ops a reliable conversion feed. That means cleaner campaign reports and zero missed conversion follow-ups.

Notable Features

Record paid orders to owner workbooks
Update prospect and enquiry rows
Create conversion entries for reporting