Set shipping due date when deal moves to fulfillment
Set shipping due date when deal moves to fulfillment
Your deals change stage without shipping dates, causing installers to miss deadlines and schedules to slip. It adds clear shipping due dates so coordinators can schedule installs on time, same day.
Overview
Missing shipping dates when deals advance creates chaos for install teams and slows turnaround. This flow automatically assigns and corrects shipping due dates, giving coordinators clear schedules and ensuring installs are planned on time, same day.