Update deal with shortlisted nanny profile and phone
Update deal with shortlisted nanny profile and phone
Your deals lack linked shortlisted nanny profiles, so placement coordinators can't see candidate context for bookings. Adding profile links and phones to deals speeds booking and confirmation same day.
Workflow preview:
Zap details:
Overview
When shortlisted candidate links and numbers are scattered, bookings stall and coordinators waste time chasing context. This flow livens your deal records with profile links and phones so booking staff can confirm assignments and schedule visits the same day.