Integrations & data · Planning worksheet

CRM source tracking: preserve useful context

Illustrative situation

A clinic knows an enquiry came through its website but loses the service page that prompted it.

The decision

Agree the small amount of source context needed for business reporting and handle it through the organisation's approved measurement arrangements. Keep uncertainty visible rather than treating a recorded source as perfect attribution.

Rehearse this before accepting the change

Send a fictional enquiry without campaign information and inspect the resulting record.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track source records that are missing or misinterpreted.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.
Healthcare integration recovery with queued records, a retry route and a receipt check.
Plan recovery and confirm the receiving result.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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