Add placed candidate to care table and notify owner
Add placed candidate to care table and notify owner
Your placements lack an after-placement record, leaving onboarding and billing without candidate context. Create a record and prompt the owner so teams can start post-placement work the same day.
Overview
When a candidate moves to the hired stage, this flow generates a structured after-placement record and nudges the owner, eliminating manual handoffs. Placement coordinators and billing can access context and start client setup the same day.