Skip to content
Log inSign up
Templates
Create CRM order notes from paid test kit purchases

Create CRM order notes from paid test kit purchases

Your test kit payments arrive without linked customer context, delaying fulfillment and lab intake for new orders. Attach a CRM note for each qualifying payment so fulfillment staff can process kits the same day.

Create CRM order notes from paid test kit purchases

Overview

Create CRM order notes from paid test kit purchases