It would be nice to have a summary e mail that went out daily like the Agent Alerts email we receive that notifies the rest of our admin staff when someone has completed their onboarding. An idea would be to have an automation that is triggered by changing the agents status from Onboarding to Active.
Jobs To Be Done
Notifcation to our admin staff that an agent is onboarded. |
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Pain
Right now there is no automated way to notify staff when someone has completed onboarding. |
Brie,
Thanks for submitting this idea! We moved this idea to the status of Future Consideration to see what type of additional interest it gets in terms of votes from our user community. We use the votes to help prioritize our product roadmap using a community-driven product development approach.
As an FYI, this is not exactly what you asked for but I wanted to let you know you can add a campaign trigger which triggers when a contact is added in retention or moved from recruiting to retention. That campaign trigger can be used to trigger a campaign with a task in it assigned to a certain user or the contact owner and if you leave on task email notifications, the user will receive an email notification when the task is assigned to them. Let us know if you have questions about how to do this.
Have a great day!
Brokerkit Product Team