Mark delivery schedule records as ready for confirmations

Your delivery schedules don't update when deals reach confirmation, causing schedulers to chase dates. Then coordinators get a Ready schedule linked to the deal for same-day confirmations.

Mark delivery schedule records as ready for confirmations

Overview

When deals advance to confirmation, your schedulers need reliable schedule status to book tents, flooring, and crews without conflict. This flow automatically marks matching delivery rows and links them to the deal, so coordinators can confirm logistics same day.

Mark delivery schedule records as ready for confirmations