Keep operations coordinators' shipment tracker up to date

Operations coordinators miss shipment events when Opportunities reach late-stage progress, creating monitoring gaps and handoff delays. This flow logs Opportunity and Account shipment details at 75% so coordinators keep current records.

Overview

Operations coordinators lose visibility when late-stage opportunities don't surface shipment events, creating reporting gaps and missed handoffs. Capture shipment details at the 75% Opportunity milestone into a single tracking sheet to eliminate manual entry and provide a reliable source of truth. The result is cleaner shipment logs, faster operational handoffs, and more accurate reporting for audits and reviews.

Notable Features

Log shipment details to sheet
Trigger on 75% opportunity progress
Format fields for consistent records