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Notify customer success managers and coaches on mock requests

Notify customer success managers and coaches on mock requests

CSMs miss candidate availability when mock requests go unassigned. Instant alerts notify the assigned CSM and coaching coordinators so coaches are scheduled before availability closes.

Notify customer success managers and coaches on mock requests

Overview

Missed mock request notifications create scheduling gaps that frustrate candidates and stall placements. This workflow routes each request to the assigned CSM and coaching coordinators and creates calendar items, eliminating manual handoffs so coaches are scheduled before availability closes and response times drop dramatically.

Notable Features

  • Notify assigned CSM and coordinators
  • Include candidate availability and details
  • Create CRM record for requests

Notify customer success managers and coaches on mock requests