Keep marketing ops referral reports up to date

Marketing and marketing ops miss referral quotes in spreadsheets, causing attribution gaps. Giving marketing ops a centralized referral report so campaign performance is visible fast.

Overview

Marketing and marketing ops lose attribution when qualifying quotes live in scattered sheets. Centralizing qualifying quote rows into a single referral report eliminates missed referral records, clarifies campaign attribution, and enables faster marketing decisions.

Notable Features

Capture qualifying quote rows into report
Filter quotes by referral criteria
Alert marketing ops of added referrals