Update tech test roster from new booking records
Update tech test roster from new booking records
Your tech test bookings sometimes lack a linked candidate, forcing schedulers to manually match orders and learner names. The workflow keeps CRM records accurate and assigns test dates before the scheduled session.
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Overview
When bookings arrive without linked candidate records, schedulers spend valuable time reconciling orders and learner names. This workflow keeps your Tech Test CRM aligned with incoming bookings and surfaces exceptions to the scheduling channel, ensuring assignments are accurate ahead of the test date.