Call-to-Booking Matching
How a phone call becomes a booked job and an invoice.
A call and a booking are records in two different systems with no shared identifier. Ghost links them from what they have in common.
How the link is made
The person. A call from a number, and a CRM record for the same person, within a plausible window, become one chain: enquiry → booking → invoice.
Where a tracking tool and a phone system both saw the same call, those two records are merged first — same caller, same direction, moments apart — so one real call is never counted twice.
When a link cannot be made
- The CRM record has no phone number or email in common with any enquiry.
- The booking came from a walk-in, a referral taken in person, or a channel Ghost does not read.
- The enquiry predates the CRM connection.
An unlinked booking is still revenue and still appears in revenue totals. What it cannot do is credit a marketing source.
Why this is shown, not hidden
Attribution Health reports unlinked records as Ghost's own problem to explain, not as your data being wrong. If a chain is broken for a reason Ghost can name, it names it.