Create sales deals from drafted online orders for review
Create sales deals from drafted online orders for review
Your draft storefront orders lack linked CRM records and review context, delaying validation. Create contact-linked deal records so reps and order coordinators can validate drafts same day.
Overview
Draft B2B orders often sit unreviewed and create downstream delays for reps and fulfillment. This flow converts each qualifying draft into a contact-linked deal so sales and support can validate and progress orders the same day.