Keep sales ops' lead-source dropdown accurate and updated

Sales ops at business supplies firms get free-text form sources, causing mis-attribution in pipeline reports. New sources appear in the CRM dropdown, ensuring reports show true origins so reps act.

Overview

Mis-tagged or free-text lead sources create blind spots that skew pipeline attribution and forecasting for sales ops and the COO. This workflow makes new form sources selectable in your CRM, eliminating attribution gaps so reps prioritize the right opportunities and reporting reflects true intake.

Notable Features

Add new sources to CRM dropdown
Prevent lead-source mis-attribution errors
Keep pipeline attribution accurate