What the workflow actually does.
- Capture consent-aware first- and last-touch campaign context.
- Attach the source to the contact and opportunity.
- Use stable IDs to prevent duplicate conversion counts.
- Record qualification and loss reasons.
- Report through appointment, proposal, and won/lost stages.
Make the next action easier to see and maintain.
- Marketing reports use the same stages as the sales process.
- Bad-fit and invalid leads are visible by source.
- Budget conversations can focus on qualified outcomes.
Measure the operating outcome—not just the automation.
Qualified leadsBooked callsProposalsWon workCost by qualified outcome
What this does not promise
Attribution is a decision aid, not perfect certainty. Privacy choices, cross-device behavior, and offline activity create limits that must be disclosed.