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Create or update sales deals from new orders

Create or update sales deals from new orders

Your storefront orders lack CRM context, leaving reps without purchase or shipping details. Capture orders as CRM deals with products and shipping info so reps act same day.

Create or update sales deals from new orders

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Overview

When online orders bypass the CRM, reps lack purchase and shipping context and follow-ups slow. This flow captures each storefront order as a deal, attaches product lines and owner assignment, and surfaces notes so reps can act the same day.

Create or update sales deals from new orders