🎯 Purpose of This Stage
This stage recognizes recruits who have successfully completed onboarding and officially joined the Market Center, while notifying relevant leaders and providing a short reference period.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- After the recruit attends and completes their onboarding appointment.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit is tagged as joined in the system.
- The Operating Principal (OP) of the Market Center is notified, if set up, that a new agent has joined.
- The recruit remains in this stage for 30 days for reference purposes before being removed.
🔔 Automations Overview
- Duration: 30 days
- Leader Actions: None required
- Notifications: OP receives notification of new agent join
🧍♀️ Leader Action Steps
- Task: No action required; notifications are automated.
- Timing: Notifications are sent immediately upon recruit entering this stage.
- Next Step: Stage is maintained for 30 days for reference before automatic removal.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit: After 30 days, the recruit is dropped from the pipeline.
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
Leaders can reference this stage for reporting and milestone tracking during the 30-day period.
✨ Closing Note / Why This Stage Format Works
This stage provides a clear milestone recognizing agents who have joined the Market Center, while keeping leaders informed and maintaining a short reference window for reporting and tracking purposes.
