Create CRM deal and POS order from bookings
Create CRM deal and POS order from bookings
Your workshop bookings often arrive without linked sales or deal records, forcing manual checkout reconciliation. That delays billing and adds manual work; creating records same day fixes it.
Overview
When bookings don't create sales records, your front desk and billing team spend time reconciling and invoices slip. This flow captures each workshop booking as a POS sales order and a linked CRM deal, enabling invoicing and follow-up the same day.