Update candidate record and mark lead as qualified
Update candidate record and mark lead as qualified
Your candidate submissions miss partner context, causing duplicated outreach and slow handoffs. This keeps candidate notes and lead status aligned so coordinators can act same day.
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Overview
Partner-submitted candidates often arrive without clear context, forcing manual lookup and delaying follow-up. This workflow appends submission notes to the candidate record and updates the lead to a qualified stage automatically, so your coordinators can act same day and client handoffs stay clean.