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Work Mode Guides
Vulcan Intelligence

Use Work Mode with Lead Forge campaigns and reporting

Query leads and campaign reports, create local tracking drafts, and keep local campaign settings separate from live advertising accounts.

Two different meanings of campaign

Lead Forge contains local tracking campaigns and reporting. Windsor connects to advertising and analytics providers. A local campaign name, planning budget or status is not the same object as a live campaign in Google Ads or Meta.

When you say “pause this campaign,” identify whether you mean a local tracking record or actual ad delivery. Work’s native local update explicitly leaves external advertising unchanged. To change live advertising, use an available, write-enabled provider action and review its external consequences.

Ask for the report with its definitions intact

TRY THIS PROMPT

Read the Lead Forge campaign report for the previous calendar month. Show spend, leads and the booking/revenue metrics the report actually provides. Explain the date range, attribution and missing coverage. Do not sum a search preview or make changes.

The reporting path uses the existing report service rather than adding a few search matches. Keep its stated currency, period and attribution definitions. Missing booked-job or revenue data should remain missing, not become zero or a model-estimated business result.

For lead queues, ask specifically for recent, open, unbooked or unanswered leads. These are workflow filters. The complete matched count and bounded preview serve different purposes: a preview of the newest records is not the whole list.

Create a local tracking draft

  1. Name the intended program and choose the provider category that fits it.
  2. Supply the currency, description and any planning budget or service/area dates you want recorded.
  3. Ask for a local draft, not an external advertising campaign.
  4. Approve the exact local creation and open the returned campaign record to verify it.

Edit an existing tracking record

TRY THIS PROMPT

Find the local tracking campaign called Fall generator inquiries. Change its description to the approved wording below and keep its status unchanged. This is only a Lead Forge tracking update; do not modify Google or Meta.

Work reads the current version before preparing an update. Supported local changes include its name, status, description, planning budget, service details and dates. Some campaign types are controlled by their source application and cannot use this manual-tracking update. If Work directs you to the source platform, follow that boundary.

Compare systems without inventing a join

An ad-platform conversion is not automatically a TradeVulcan booking. To compare them, confirm the account/campaign mapping, period and attribution window. If those links are unavailable, present the two measurements separately with their definitions.

A useful final report identifies which figures came from Lead Forge, which came from Windsor and which are recommendations. Creating an internal list or report does not authorize outreach, imports or campaign activation.

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