Add draft order customers to sales chase workflow
Add draft order customers to sales chase workflow
You often have draft orders sitting untracked, leaving sales without customer context to prioritize outreach. Enrollments push those customers into a sales chase workflow so reps can follow up same day.
Overview
Draft orders are intent signals that often slip through the cracks, costing conversions and wasting acquisition spend. This flow captures those customers and pushes them into an active sales chase so reps get contextual tasks and can follow up the same day. It turns passive drafts into prioritized outreach opportunities.