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Create opportunity and mark customer active on order

Create opportunity and mark customer active on order

Your storefront orders arrive without CRM context, leaving reps unable to prioritize revenue or follow up. Capture order activity and mark leads active so reps see accurate pipeline the same day.

Create opportunity and mark customer active on order

Overview

When orders arrive without CRM context, reps waste time chasing details and pipeline accuracy suffers. This flow records the order as activity, creates an opportunity, and sets the lead to active so reps can act the same day.

Create opportunity and mark customer active on order