Update contact primary company from web order submissions
Update contact primary company from web order submissions
Order submissions often arrive without company associations, leaving reps without account context. Link contacts to the correct company so outreach and onboarding occur before the next business day.
Overview
When order submissions aren't linked to accounts, reps lose context and outreach becomes inefficient. This nightly flow ties contacts to the correct company so account managers receive accurate account context and can start outreach and onboarding before the next business day.