Client Services Salesforce

Submitting a Client to Thrive

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When a client has completed their Sustain and Grow outcomes and been identified and accepted into Thrive, they move into the apartment complex and are officially approved into the program. To reflect this transition in the system, the Sustain and Grow Lead must create an approval. This article walks through how to create that approval so the client's move into Thrive is accurately recorded.

From the Sustain and Grow Program Engagement

1. Click ➡️Submit to Next Program Phase.

2. Select the Date of Progression.

3. Enter the Apartment #.

4. Select the Apartment Complex.

5. Enter in any Submission Comments.

6. Click Next.

The client has been approved for Thrive!

7. Click Finish.

On the Date of Progression, the client's Sustain and Grow Program Engagement will close, and their Thrive Program Engagement will become active.

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