Update CRM deal when order processes for delivery
Update CRM deal when order processes for delivery
Your processed orders leave deal records incomplete, delaying delivery scheduling and billing. It adds totals, serials, and order links so coordinators can schedule deliveries same day.
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Overview
Incomplete deal records block delivery planning and frustrate both sales and production teams. This flow writes final order totals, serial numbers, and links directly into the matching deal so coordinators can confirm and schedule deliveries within minutes and before the next run.