Mark demo record shipped and attach tracking info
Mark demo record shipped and attach tracking info
Your demo shipments land in order folders but CRM demo records aren't updated, leaving CSMs missing tracking and serial. CSMs get shipped status, tracking and serial so they can follow up same day.
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Overview
When demo units ship, your CRM should show that immediately so CSMs and fulfillment coordinators can act. This flow marks demo records as shipped and writes tracking and serial numbers into the record, enabling same-day follow-up and cleaner asset tracking.