Sales attribution
Know who booked the call and who closed the sale
ClickToClose separates setter attribution from closer outcomes so teams can credit appointments and revenue correctly. Attribution can come from a manual override, a booking-form field, a calendar default, or the rep who booked the call.
Built for teams where setters, closers, calendars, and lead sources overlap.
Ordered attribution rules
Resolve each appointment through a clear priority order instead of inconsistent manual guesses.
Calendar defaults
Assign a default setter to calendars used by a dedicated booking team.
Form-field attribution
Read setter identity from configured booking fields when several setters share a calendar.
Warnings and review
Surface failed mappings when the configured setter is inactive or does not have account access.
How it works
- 1. A booking enters from the CRM or calendar.
- 2. ClickToClose evaluates manual, form, calendar, and self-booked rules in order.
- 3. The resolved setter is stored with the call.
- 4. Sales, team reporting, and commission rules use the approved attribution.
Frequently asked questions
What happens when no setter can be resolved?
The system can fall back to the self-booked rep and records mapping warnings for review.
Can external setters be tracked?
Yes. Active external setter profiles can participate without requiring a full login.
Can attribution vary by calendar?
Yes. Each calendar can use its own attribution method and default.