Keep sales ops onboarding on schedule with convocations

Sales ops miss sending convocations, leaving learners and employer contacts without links and delaying onboarding. Deliver a PDF convocation, email recipients on send, and update the session record so onboarding starts.

Overview

Missed convocations leave reps unprepared and onboarding stalled. Deliver a PDF convocation, email learners and employer contacts on send, and update session records so onboarding starts without manual follow-up—sales ops teams report fewer manual handoffs after similar deployments.

Notable Features

Create PDF convocations from template
Send convocation emails to recipients
Update session records with PDF link