Update sales request and notify advisors on paid orders
Update sales request and notify advisors on paid orders
When a checkout completes, your listing request and client files can stay locked, blocking advisor handoffs. You get payment recorded and files shared so advisors can act same day.
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Overview
When a buyer completes checkout, the sale process must not stall on paperwork; this flow records payment, shares required files, and notifies advisors automatically. That removes manual handoffs and gets advisors contacting clients the same day.