Set deal stage when shipment tracking shows delivered
Set deal stage when shipment tracking shows delivered
Delivered shipments aren't updating deal stages, delaying invoices and follow-up for print orders. You get accurate deal status so billing happens the same day.
Overview
When delivery confirmations aren't reflected in the pipeline, invoices and post-sale outreach slip. This flow advances deals to a fulfilled stage automatically, so reps and billing see delivered statuses within minutes and can invoice and contact customers the same day.