Mark paid draft orders as won in CRM
Mark paid draft orders as won in CRM
Your paid draft orders often don't flip deal stages, causing fulfillment delays and inaccurate pipeline revenue. Keep deal stages and values accurate so sales ops and fulfillment reconcile orders same day.
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Overview
When paid draft orders don't update deals, fulfillment and finance work from different realities and reconciliation stalls. This flow flips paid drafts to won and updates deal values so sales ops and fulfillment see accurate revenue and prioritize orders the same day.