Apply dashboard delivery changes to deal records for dispatch

Your dashboard edits don't reach deal records, leaving crews without updated delivery dates and routes. It keeps delivery fields current so coordinators can plan crews and notify clients same day.

Apply dashboard delivery changes to deal records for dispatch

Overview

When your operations dashboard and CRM disagree on delivery dates or stops, crews get stuck and clients hear late updates. This flow keeps deal delivery fields current and files a discrepancy ticket so dispatch coordinators can resolve issues and notify clients the same day.

Apply dashboard delivery changes to deal records for dispatch