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Update CRM deal and add order rows to trackers

Update CRM deal and add order rows to trackers

Completed checkouts sometimes miss CRM and ops entries, leaving reps without order context. You receive CRM deal updates, notes, and tracker rows so fulfillment and outreach proceed within minutes.

Update CRM deal and add order rows to trackers

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Overview

When payments complete, your CRM and ops records should reflect that immediately. This flow converts completed checkouts into deal stage updates, pinned purchase notes, and rows in your operations tracker so sales and fulfillment act within minutes.

Update CRM deal and add order rows to trackers