Alternative medicine owners: keep shipping info on CRM deals

Owners at alternative medicine clinics miss shipping notices not in CRM, causing inventory and patient order confusion. Keep carrier and tracking on deals so fulfillment coordinates.

Overview

Missed shipping notices create inventory gaps and patient order confusion for clinics. This flow routes carrier notices into the CRM deal record so fulfillment coordinates deliveries and avoids manual updates. Operations leaders see clearer handoffs and fewer missed follow-ups.

Notable Features

Update CRM deals with shipping
Notify fulfillment team on shipment
Add carrier and ship-date fields