Automatically remove Smartplans from Recruit when moved to “committed” stage in pipeline
When a recruit is moved to the “committed” stage of the recruiting pipeline, have a setting in Smartplans that will allow that pipeline movement to stop active recruiting Smartplans from going to that recruit. Example: Susan is a recruit that says “yes” to the kw office. When Susan is moved to the “committed” stage of the pipeline, the active Smartplans going to her as a recruit would end. Then, once Susan onboards, she can be effectively added to associate-based Smartplans. This automatic function would be a time saver and also help us stay on top of the communication she is receiving.
6
votes
Jessica Borden
shared this idea
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Hope Brazzell
commented
This would be ideal !!!!! This would simplify our work flow immensely ~~