Create trial draft order from deal stage change
Create trial draft order from deal stage change
Deals moved to trial often lack an order record, delaying sample provisioning and follow-up. This builds a draft order and tracking row so fulfillment and campaign managers have context same day.
Overview
When deals hit the trial stage, missing order records slow down sample delivery and campaign follow-up. This flow creates a draft trial order and a tracking row so fulfillment and marketing can act with full context same day.