Project managers keep Original EC Source populated on contacts
Project managers keep Original EC Source populated on contacts
Project managers lose attribution when Original EC Source stays blank after flag changes. This workflow fills Original EC Source on flag change, so marketing and sales have consistent attribution.
Overview
Missing Original EC Source creates segmentation and reporting gaps that frustrate project managers and marketing. This workflow ensures every contact gets a populated Original EC Source when the process flag changes, delivering reliable attribution and cleaner lists for reporting and follow-up.
Notable Features
- Set Original EC Source on flag change
- Skip update if Original exists
- Notify marketing and sales on update