How to Automate Order Status Updates: From Handover to Delivered

Once a handover task is marked as complete in the Sales Hub calendar, you'll be prompted to update the customer's associated order(s) to the Delivered status automatically.

This automation bridges:

• Calendar task completion ➡️
• Order stage update (e.g. Settlement → Delivered)

How It Works

1. Start with an order The order should be in Processing, Settlement, or Handover status.
2. Book a handover Schedule it in the Sales Hub Calendar.
3. Complete the handover task After completion, a pop-up asks: "Move this order to Delivered?"
4. Click to confirm
   • Click "Move" to update the order instantly
   • Or click into the order to review before updating