Keep ambassador onboarding on schedule for website managers

Website managers miss ambassador follow-ups when deals aren't logged, risking campaign delays. New deals add to a central tracker and set onboarding follow-up dates so program owners can start follow-up promptly.

Overview

Website managers lose momentum when ambassador deals slip through scattered records, delaying campaigns and promotions. This workflow guarantees new ambassador deals create tracker entries with calculated follow-up dates, enabling program owners to begin onboarding without manual handoffs and reducing missed follow-ups.

Notable Features

Add ambassador records to tracker
Calculate onboarding follow-up dates
Notify program owners of deals