Set quote follow-up flag false after fulfillment completes
Set quote follow-up flag false after fulfillment completes
Your quote records remain flagged after fulfillment, causing sales to chase completed orders and inflating open follow-ups. It clears the follow-up flag so ops and managers see true open items same day.
Overview
When fulfillment flips to complete, reps should stop chasing it. This flow clears the follow-up flag automatically so sales and operations see accurate open items and avoid wasted outreach same day.