For managing directors: attach callback details to follow-ups

Managing directors lose callbacks from follow-up cards, causing missed outreach. It pins call notes and updates due dates to the correct follow-up card so coordinators act with full context.

Overview

Missed callbacks stall hiring momentum at wellness clinics when follow-up cards aren't updated. This workflow captures incoming callback details and pins notes plus new due dates to the matching follow-up card, removing handoff ambiguity and ensuring recruiters prioritize outreach. The result is clearer ownership and fewer stalled candidate touchpoints.

Notable Features

Attach callback notes to cards
Update follow-up due dates
Notify recruiters when card not found