Alert admissions and account managers when trials change
Alert admissions and account managers when trials change
Admissions and account managers miss trial continuity when sessions are canceled or rescheduled unnoticed. Real-time alerts deliver change details so they can reconnect prospects and update records.
Overview
Canceled or rescheduled trial sessions create scheduling gaps that can stall trial momentum and frustrate prospects. This workflow routes full change details to admissions and the assigned account manager so follow-ups start and records are updated immediately. Teams report faster handoffs and fewer missed follow-ups.
Notable Features
- Notify admissions and account managers
- Include session reason and timestamps
- Create follow-up task for assigned manager