Update deals with fulfillment tracking from your storefront
Update deals with fulfillment tracking from your storefront
When your fulfilled orders lack tracking, billing and account teams are blind, delaying customer updates. Attach tracking to the deal so managers notify customers and close invoices same day.
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Overview
When fulfillment tracking isn't tied to deals, reps can't update customers and invoices stall. This flow attaches tracking numbers to the matching deal as orders are fulfilled so account managers can notify customers and invoices can be finalized same day.