Update facilitator assignment sheet when deal moves stage
Update facilitator assignment sheet when deal moves stage
Your deals that enter facilitator sourcing don't update the assignment sheet, delaying candidate outreach. Keep the sheet current so program coordinators can start bookings same day.
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Overview
When deals move into facilitator sourcing, coordinators often lack an up-to-date assignment sheet and miss outreach windows. This keeps your central assignment sheet current so sourcing and bookings can proceed same day, reducing delays and last-minute scrambling.