Possible workflow
Move an inquiry from campaign to sales without losing its source.
This example shows how an inquiry can reach its owner with information already collected and return a sales status to reporting.
The situation
The campaign creates inquiries, but follow-through happens elsewhere.
The ad and form know where the inquiry came from. Sales works in a CRM, WhatsApp or tasks. Without a connection, source and status remain separate.
- Campaign source disappears after the form
- An inquiry waits without an owner
- Follow-through stays in messages
- Marketing sees an inquiry but not its sales status
Possible process
The inquiry keeps its information.
- 01Advertising
- 02Website or landing page
- 03Inquiry
- 04Source recorded
- 05Response
- 06Owner
- 07Follow-through
- 08Sales status
- 09Reporting
What is recorded
Keep only what is required for handling and reporting.
- Source and campaign when available
- The page that generated the inquiry
- Details provided by the customer
- The person responsible
- The next action
- The sales status selected
Possible operating result
The team can see what happened to each inquiry and where it came from.
This is an operating capability. It does not promise that an inquiry will become a customer or that campaign performance will improve.
Boundaries
The system records and routes. Salespeople still sell.
- No promise of a sale or revenue
- Status depends on reliable updates
- Source tracking depends on platform access and limits
- Personal data stays only in approved destinations
Services that can support this workflow
- View service
Performance Marketing
Brings in the audience and keeps the acquisition source.
- View service
Websites & Landing Pages
Collect the inquiry and pass the required information.
- View service
Lead Management & Sales Systems
Set ownership, follow-through and status.
- View service
Measurement & Optimization
Compare inquiry source with the sales record.
Next step
Want to see what happens after the campaign?
We can review the current path and identify what information is missing when sales takes over.