🧭 What is the Exam Scheduled stage? #
The Exam Scheduled stage indicates that a recruit has officially scheduled their licensing exam. This stage serves as a crucial milestone, ensuring the recruit is on track toward completing their licensing requirements.
✅ How does a recruit enter the Exam Scheduled stage? #
Recruits enter this stage automatically, once their exam date has been confirmed and recorded manually on their recruit card. The Snuggler or leader adds the date in the recruit card to signify the scheduled exam.
🚀 What happens when a recruit enters this stage? #
- The recruit card is automatically moved to the Exam Scheduled stage in the IS Pipeline to continue through the next phases of the recruiting process.
- It is essential that the exam date is accurately added to the recruit’s card before this move to trigger downstream automations and reminders.
🔄 How does a recruit leave this stage? #
- Movement out of this stage follows the IS Pipeline process and will be handled according to that pipeline’s automation and manual stage transitions.
💡 Pro Tip: #
Always double-check that the exam date is entered on the recruit card before moving them to the Exam Scheduled stage to ensure smooth automation and timely reminders.
📎 Helpful Links #
👉 The Opportunity Card
👉 Market Center Sites Playbook
👉 Previous Stage: Awaiting Exam Date
👉 Next Stage #1: Discontinued Process
👉 Next Stage #2: In School Exam Scheduled Stage
