3

Don't auto-notify Talent of Cooling when Sales closes an Opp


Avatar
Madeleine Ruddle

When an opportunity is closed in SFDC- it automatically closes it out in AfHQ. If Talent are on that opportunity they receive a cooling notice. This can be jarring if they do not receive a heads up in advance. This tends to happen for Closed Lost.

It would be better if when the opportunity is closed in SFDC- it does not automatically close out in AfHQ. Instead, it gets closed out in 24 hours. Perhaps once it is closed in SFDC, TSP can get a ping that the opportunity will be closed out in 24 hours. This will give time for the TSP to ensure that talent are properly being managed and communicated with.

Could be a section of the AHQ Dashboard? "Talent that need Cooling"

A

Activity Newest / Oldest

Avatar

Madeleine Ruddle

Status changed to: Planned

K

Katrina Benjamin

Status changed to: In progress

Avatar

Madeleine Ruddle

Status changed to: Reviewed

Avatar

Madeleine Ruddle

Could move to Rejected/Not Selected instead, then there's time to Cool first.