Update closed lead and create patient board item
Update closed lead and create patient board item
Closed treatments aren't recorded in your lead sheet, leaving attribution and reporting incomplete. Record closes and create a project item to fix attribution and keep reports ready for monthly review.
Overview
When closed treatment events don't flow into your lead register, attribution and revenue reporting lag and campaign teams scramble to reconcile. This flow captures closes, updates your master sheet, posts a succinct team summary, and creates a tracking item so marketing ops and campaign managers have accurate attribution and reports ready before the monthly review.