Client Services Salesforce

Review a Client's Retention Status

Updated on

The Retention Coach engagement frequency changes based on a client's retention status. The retention status is updated regularly as a Retention Coach creates the Retention Coach Assessment.

This article shares how to review a client's current retention status. To learn how to enter a new Retention Coach Assessment, click here.

From the Client's @Work Program Engagement

1. Scroll down to the @Work Section.

2. Review their Retention Status and the date that the Last Retention Status was updated.

The current retention status is calculated by an average scoring of the client's current observed progress with the core competencies.

Done. You earned your narwhal today!

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