For business owners: keep VA profiles and plans current
For business owners: keep VA profiles and plans current
Business owners managing VAs lose matches when profiles and plans aren't current. This flow updates VA records and membership plans after each match form, keeping matches accurate and handoffs faster.
Overview
Stale VA profiles and mismatched plans mean missed placements and frustrated clients. This workflow keeps candidate records and membership status aligned after every match form submission, protecting match reliability and ensuring handoffs happen smoothly.
Notable Features
- Update VA records after form submissions
- Keep membership plans aligned with profiles
- Notify hiring coordinator of changes