Update shipped sample tasks and archive letter files
Update shipped sample tasks and archive letter files
Sample request rows go unprocessed, leaving shipment tasks open and delaying confirmations to architects. You get CRM tasks completed and shipment letters archived so status is accurate same day.
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Overview
Unprocessed sample requests leave reps and architects guessing and hide fulfillment from marketing. This flow completes CRM tasks and archives shipment letters so program coordinators and sales see shipment status the same day.