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For guest services: create and record placement test invitations

For guest services: create and record placement test invitations

Guest service coordinators see opportunities stall at PreConfirmation, delaying student onboarding and risking lost enrollments. It records test links on the opportunity so staff can track progress.

For guest services: create and record placement test invitations

Overview

Guest service coordinators lose momentum when placement testing is handled manually and opportunities sit at PreConfirmation. This workflow issues placement tests and writes each URL to the opportunity, eliminating manual handoffs so sales and guest services track testing and keep deals moving with fewer missed steps.

Notable Features

  • Create placement test invitations
  • Attach test URLs to opportunity
  • Alert sales and guest services

For guest services: create and record placement test invitations