Update order tracking card when deal phone changes
Update order tracking card when deal phone changes
Your order cards go out of date when deal contact or shipping info changes, causing dispatch errors and missed calls. Keep cards updated so the team has correct contact and delivery details same day.
Overview
When contact or shipping details shift in your CRM, fulfillment and dispatch can stall and calls get missed. Keep your order board accurate so coordinators and installers can act on up-to-date contact and delivery information within minutes.