Update deal original source across your tracking sheet
Update deal original source across your tracking sheet
Your deals' original source often doesn't copy to the shared sheet after CRM changes, breaking attribution. Keep the master deals sheet updated so campaign managers can segment and report same day.
Overview
Unrecorded deal source changes break campaign measurement and slow reporting. This flow keeps your master deals tracker aligned with CRM updates so campaign managers and marketing ops can segment and report accurately within minutes.