Create shipment request row and notify fulfillment team
Create shipment request row and notify fulfillment team
Tagged clients don't create shipment requests, forcing fulfillment into manual lookups. It logs recipient and owner details to a send-out worksheet and notifies fulfillment so packs ship same day.
Overview
Manual gift requests waste fulfillment time and risk late sends. This flow turns CRM tag events into a documented shipment request and notifies fulfillment, so recipient packs move from request to shipped same day.