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Create CRM lead and update customer registry from paid orders

Create CRM lead and update customer registry from paid orders

Your paid orders with exchange items lack a single contact and cylinder counts, causing outreach delays and inventory confusion. Capture contact and cylinder totals so reps can follow up same day.

Create CRM lead and update customer registry from paid orders

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Overview

When paid orders for exchange-eligible items arrive, reps need contact details and cylinder counts to act quickly. This flow turns qualifying orders into CRM leads and a single ops row so reps can contact customers and handle exchanges same day.

Create CRM lead and update customer registry from paid orders