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For IT: Create mentor pairings and schedule initial sessions

For IT: Create mentor pairings and schedule initial sessions

IT admins leave mentor-mentee pairings unrecorded, risking missed first sessions. It creates pairing and session records on contact changes, so coordinators schedule follow-ups and keep visibility.

For IT: Create mentor pairings and schedule initial sessions

Overview

Missed mentor pairings leave program coordinators scrambling and first sessions untracked, which undermines program outcomes. This workflow turns a contact action into a pairing and session record, removing manual handoffs so coordinators retain visibility and schedule follow-ups reliably — helping eliminate missed first sessions.

Notable Features

  • Create mentor-mentee records on updates
  • Add initial mentoring session entries
  • Notify coordinators and schedule follow-ups

For IT: Create mentor pairings and schedule initial sessions