CRM and revenue

Connect your CRM, map stages, real ROAS and attribution

6 articles
  1. Connect the CRM and map the stagesConnect HubSpot or RD Station CRM to the client and tell Relator which pipeline stages are open, won or lost.
  2. CRM overviewRead the CRM screen end to end: new leads, deals, revenue won, goal, lead sources, pending actions, pipeline, losses and real ROAS.
  3. CRM contacts and companiesBrowse the contacts and companies synced from the CRM, with the source channel and campaign of each lead.
  4. Real ROAS: CRM revenue over spendUnderstand why real ROAS differs from the platform's ROAS, where to see it by channel and by campaign and what must be connected.
  5. How attribution works (gclid and UTM)See how Relator links each CRM sale to the lead and the campaign that brought it, and how to set up UTMs and gclid for it.
  6. Revenue funnel: from ad to saleFollow the full path, from impressions to won deals, in the CRM pipeline and in a dashboard funnel that crosses the client's sources.
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