Update CRM deal stage when draft order completes
Update CRM deal stage when draft order completes
When draft orders complete in your store, deals can stay in pending stages, causing shipping delays and billing confusion. Move deals to converted so fulfillment and billing start same day.
Overview
Stop deals from lingering in pre-order stages after a customer completes a draft order. Connect completed draft orders to CRM deals so sales and fulfillment start billing and shipping same day, reducing manual handoffs.