Update estimated shipping date on deals and contacts
Update estimated shipping date on deals and contacts
Your closed deals lack a clear ETA, delaying fulfillment planning and customer messaging. Add an estimated shipping date to deals and linked contacts so teams can act same day.
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Overview
When deals close without a clear ETA, fulfillment and account teams scramble to coordinate shipments and customer messages. This flow writes an ETA to the deal and every associated contact record so teams know the delivery target and can act the same day.