Update deal stage when shipping label prints in CRM
Update deal stage when shipping label prints in CRM
Your wholesale orders miss CRM status when shipping labels print, causing manual updates and delayed customer follow-up. Mark deals as shipped so reps and fulfillment act on accurate status same day.
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Overview
When labels print, your CRM should reflect that fulfillment happened—without human handoffs. This flow moves wholesale deals to Shipped/Picked-Up so reps and ops see shipment status within minutes, reducing manual updates and speeding reconciliation.