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Update deal attribution and log source to spreadsheet

Update deal attribution and log source to spreadsheet

Leads arrive with UTM and contact details but lack deal context, leaving pipeline records incomplete. Add UTM and contact context to deals and a log so follow-up has source clarity same day.

Update deal attribution and log source to spreadsheet

Overview

When incoming leads include UTM but the deal lacks source context, you can’t tell which marketing pays. This wires incoming attribution into deal records and an audit sheet so you and your reps see source context and prioritize outreach the same day.

Update deal attribution and log source to spreadsheet