Update applicant stage in CRM after credential collection
Update applicant stage in CRM after credential collection
Your therapist applications entering credential collection have stale CRM stages, leaving coordinators unsure who needs documents. Refresh CRM stages so coordinators can act same day.
Overview
When application funnel events don't reflect in your CRM, credentialing coordinators waste time chasing status and documents; this flow keeps applicant stages current so teams can prioritize same-day outreach. Implementing it stops manual updates and reduces follow-up delays for recruiting and credentialing.