When an SDR-sourced deal closes, does your CRM still know who sourced it?
When an SDR-sourced deal closes, does your CRM still know who sourced it? The scenario I'm trying to understand: an intent signal surfaces an account, an SDR works it in Outreach or Salesloft for weeks, then a form fill or an enrichment run updates the source field in HubSpot or Salesforce. By close, the original source is gone and the credit lands somewhere else. I'm the founder of Dexraflow, researching how GTM stacks break between tools. Still validating, nothing to sell.
- 1.
Do you lock original source, or let later touches overwrite it?
- 2.
How do you find out when credit went to the wrong place?
I'll share a summary of the answers in this thread.