Use this field if you require interviews during the Client Stage. Set the field to Needs Interview Scheduled and after you save, it will create a new Interview Form record with the field Interview Decision set to Pending Scheduling, and the field Interview Stage set to Client. It will also create the task Schedule Client Interview for Client Name.
PLEASE NOTE: You can also view a list of clients that need interviews scheduled by viewing the report named "Interviews Need to be Scheduled" in the Client Tracker reports folder.
The following field will be updated when you save:
