Move processed storefront orders into active member cards
Move processed storefront orders into active member cards
Your processing orders lack a tracked project card, causing fulfillment confusion and missed onboarding steps. The workflow delivers action-ready cards to coordinators so work begins same day.
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Overview
Processed orders too often sit without a clear project card, delaying fulfillment and member onboarding. This flow converts qualifying orders into action-ready cards and routes them to coordinators, so work can start the same day and handoffs are clearer.