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Create pickup request link and update new deals

Create pickup request link and update new deals

Your new deals missing a pickup request form stall fulfillment and force manual outreach. The workflow adds a generated pickup link to the deal, enabling scheduling and fulfillment same day.

Create pickup request link and update new deals

Overview

Deals missing pickup instructions create fulfillment gaps and extra manual work. This flow generates a pickup request link and writes it to the deal so reps and operations coordinators can schedule pickup and fulfill orders same day.

Create pickup request link and update new deals