Create CRM deals from qualifying draft orders for support
Create CRM deals from qualifying draft orders for support
Draft orders from trade customers often lack context, leaving reps unable to validate or prioritize. Create CRM deals so reps can validate and act before fulfillment same day.
Overview
Draft trade orders often sit unreviewed and block fulfillment; this flow turns qualifying drafts into CRM deals so support and sales get structured leads. That means reps can validate and prioritize orders same day, reducing processing lag.