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Update opportunity stage when orders ship to customers

Update opportunity stage when orders ship to customers

Your Opportunities miss shipment status when inventory marks orders shipped, leaving reps without delivery context. Update Opportunity stage to Shipped so account managers see delivery status same day.

Update opportunity stage when orders ship to customers

Overview

When shipped orders don't appear in your CRM, reps lack delivery context and forecasting degrades. This flow flips Opportunities to Shipped as soon as inventory reports an authorised shipment, giving account managers accurate delivery status same day.

Update opportunity stage when orders ship to customers