Update deal records with shipped order tracking details
Update deal records with shipped order tracking details
Your shipped orders lack CRM shipment context, leaving reps without tracking for customer follow-up. Add tracking links to deal records so reps can notify customers and reconcile orders same day.
Overview
Shipped orders often arrive in your CRM without tracking, leaving reps scrambling to update customers. This flow writes tracking numbers and links directly into the matching deal so reps can notify buyers and close the fulfillment loop same day.