Update CRM ticket with shipment tracking for demos
Update CRM ticket with shipment tracking for demos
Demo and loaner shipments lack tracking on support tickets, so reps can't confirm delivery timing. The workflow adds carrier and tracking to tickets so reps can notify customers same day.
Overview
When demo and loaner shipments go out without tracking, your reps spend time chasing status instead of selling. This flow writes carrier and tracking data into the associated ticket so reps can confirm delivery and notify customers the same day, improving handoffs and response velocity.