How a private clinic can document lead source fields: questions to answer before scaling spend
Before scaling spend, a private clinic should know which records support the reported result and which gaps remain. The point is to make the boundary visible before the budget changes.
Read the symptom
The form can send a value that the CRM overwrites, ignores, or maps to the wrong field. The problem is easier to find when the original payload and final record sit next to each other.
Inspect the path
- Capture the exact form payload for one test submission.
- Compare each source field with the CRM field that should receive it.
- Check for hidden field names that differ between forms.
- Look for workflow steps that overwrite the first source value.
Before you scale
Keep one mapping table that names the source field, destination field, and owner. Keep the test result with the record it describes so the next review starts with evidence, not a guess.
If the next step is a shared source and outcome record, see LeadSheet.