Move high-value draft orders into CRM quote stage

Your high-value draft orders lack CRM context, causing reps to miss quotes and delay deals. It creates or updates CRM deals so reps get prioritized quotes for same-day follow-up.

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Overview

Draft storefront orders frequently arrive without CRM context, leaving reps unprepared and quotes delayed. This flow converts qualifying draft orders into CRM deals at the quote stage so reps get prioritized work lists and can follow up the same day.