Mark CRM lead as ordered from new store order
Mark CRM lead as ordered from new store order
Your storefront orders arrive without CRM order flags, leaving reps unable to prioritize paid leads and delaying fulfillment. Flag matching leads with order status so reps can act the same day.
Overview
When paid storefront orders don't update your CRM, reps miss paid opportunities and fulfillment slips. This flow marks matching leads as ordered and surfaces order context so reps can prioritize outreach and fulfillment the same day.