CRM-ADMINISTRATION5 MIN READ
Align Marketing and Sales on source fields
Use roles and responsibilities language to align source-field ownership across Marketing and Sales.
Marco M Marketing Operations Lead 1 Purpose 2 Owner 3 Rule Attribution conflict 20 sec CRM source fields Marketing wants Lead Source locked. Sales wants to correct it after discovery. Reporting is inconsistent. Source data drives budget decisions, pipeline credit, and trust in CRM reports. $420K campaign pipeline disputed source meanings in one field 2 teams
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