Mark completed orders as won deals in CRM
Mark completed orders as won deals in CRM
When storefront orders finish, sales records and project handoffs can fall out of sync and delay onboarding. It updates the related CRM deal to won and triggers project handoffs same day.
Overview
Manual deal-closing after an order completes stalls onboarding and delivery. This flow converts completed storefront orders into won CRM deals and attaches purchased items, so project managers see confirmed revenue and can start handoffs the same day.