Audit after a migration for click ID / B2B sales team
For B2B sales team, the ad click identifier disappears before a lead reaches the CRM. This field note turns whether the identifier survives from landing page to CRM into a short test for B2B sales team, so the next change has a traceable reason.
Frame the signal
Context check: lead qualification and sales acceptance. Topic check: capture the click ID before and after every redirect.
Start with the first journey after the platform or domain changed. Treat the dashboard number as a question, not an explanation. Follow one real journey from the first interaction to the system that owns the outcome. If a value is missing, mark it unknown instead of filling the gap with an assumption.
Trace the handoff
- Record the value at the first step and note the exact page, event, or record where it appears.
- Compare the browser, tag manager, analytics, ad platform, and CRM views without changing the implementation during the check.
- Check redirects, consent state, validation, naming, timestamps, and timezone before comparing totals.
- The migration record should compare the old contract with the new one.
Leave a decision record
the migration record should compare the old contract with the new one. Keep the owner, timestamp, evidence link, expected result, observed result, and next action together. Checking what the migration preserved only after the current path is readable to someone who did not build it.
Reference: Google Ads auto-tagging. For the next handoff, LeadSheet keeps the record connected.