What your team captures
Campaign, referral, intake source and resulting job.
crewTendGROWTH & MARKETING
Marketing attribution
Keep lead source, opportunity and recorded sales together.
Available with scope limitsManually recorded sources and pipeline reporting work. Ad-network spend and call attribution are not connected.
A PRACTICAL EXAMPLE
A lead with a known source.
Click each step to see the information your team brings in, the review they make and the record they keep.
crewTendInteractive product preview · sample data
Connected work record
Prepare the record
A lead with a known source
- Campaign
- referral
- intake source and resulting job
Connected work record
Review the work
Review where recorded requests and sales came from
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
A source-to-outcome record
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Review where recorded requests and sales came from.
What stays connected
A source-to-outcome record.
Know what to expect.
Where does this fit in the workday?
Start with a lead with a known source. Review where recorded requests and sales came from. The result is a source-to-outcome record.
What needs to be configured?
Manually recorded sources and pipeline reporting work. Ad-network spend and call attribution are not connected.
Product readiness Ask about setupCan the whole team use the same record?
Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessTHE NEXT STEP STAYS CONNECTED