Facilitator

Lien Dam
Mind Map by Lien Dam, updated more than 1 year ago
Lien Dam
Created by Lien Dam over 6 years ago
17
0

Description

facilitator salesforce

Resource summary

Facilitator
  1. Interested in being a Facilitator
    1. Filled out an application?
      1. No
        1. Add to Salesforce with Facilitator Status "Interested"
          1. Email with link to application form

            Annotations:

            • as soon as known
            1. Filled out?
        2. Yes
          1. Facilitator Status "Applied"
            1. Auto email confirmation; be in touch (as soon as they reply)

              Annotations:

              • as soon as they apply
              1. Email: details of training (8 weeks before training)

                Annotations:

                • 8 weeks before training date
                1. Campaign Status "Invited"
                  1. Responded?
                    1. No
                      1. Reminder email sent to "Invited" and new applications (3 weeks before training)

                        Annotations:

                        • 3 weeks before training date
                        1. Campaign Status "Reminded"
                          1. Responded?
                            1. Yes
                              1. Campaign Status "Responded - Not Coming"
                                1. Campaign Status "Responded - Coming"
                                  1. Call to confirm (1 week before training)

                                    Annotations:

                                    • 1 week before training date
                                    1. Campaign Status "Confirmed"
                                      1. Attended?
                                        1. Yes
                                          1. Campaign Status "Attended"
                                            1. Facilitator Status "Trained"
                                          2. Apology
                                            1. Campaign Status "Apology"
                                              1. Facilitator Status remains "Applied"
                                            2. No
                                              1. Campaign Status "No Show"
                                          3. Campaign Status "Confirmed"
                                        2. Campaign Status "Responded - Not Coming"
                                        3. No
                                          1. Call (1 week before training)
                                            1. Answered No
                                              1. Answered Yes
                                                1. No Answer
                                                  1. Campaign Status "No Response"
                                      2. Yes
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