Skip to content
Client Services Salesforce
Search guides and tutorials...
Search guides and tutorials...
Client Services Salesforce
Next Steps Make Progress Leader
Generate Manual PDF
Other Resources
Client Salesforce Overall Manual
I'm an Intake Specialist, Now What?
I'm an Ambassador, Now What?
I'm a SW, Now What?
I'm a FH/CH Leader, Now What?
I'm an Advocate, Now What?
I'm a Counselor, Now What?
I'm a CRS, Now What?
I'm a Vocational Training Manager, Now What?
I'm a Make Progress Leader, Now What?
I'm a Sustain and Grow Lead, Now What?
I'm a CLA, Now What?
I'm a CLL, Now What?
Children Services
I'm a Campus Director, Now What?
I'm a Campus Admin, Now What?
I'm a VTS or VDT, Now What?
I'm a Retention Coach, Now What?
I'm a CAM, Now What?
I'm a Campus Director, Now What? (copied)
Getting Started
6 Articles
Logging In
Searching for a Client
Assigning a Client to a Caseload
Navigating a Client's Contact Page as a Case Manager
Accessing a Client's Active Program Engagement
Navigating the Next Steps Program Engagement Page
Updating Client Pre-Employment Checklist
1 Article
Update a Client's Pre-Employment Checklist
Enrolling a Client in Next Steps
1 Article
Enroll a Client in Next Steps
Updating Client Progress in @Work
6 Articles
Marking that a Client has Completed JSW
Marking that a Client has Started Transformations
Marking that a Client has Completed Transformations
Marking that a Client is SOE
Marking that a Client is Employed
Marking that a Client has Reached Alumni Status
Updating Client Information
5 Articles
Updating a Client's Contact Information
Updating a Client's Clothing Sizes
Updating Client Income
Indicating a Client Made a Decision for Christ
Indicating a Client has been Baptized while at Atlanta Mission
Service Deliveries (MARTA Cards, Referrals)
4 Articles
Recording a MARTA Card
Recording an External Community Referral
Recording Multiple Services at Once
View All Service Deliveries for a Particular client
Client Notes
3 Articles
Creating a Next Steps Client Note
Add Files while Writing a Client Note
Using a Template to Write Your Note
Assessments
4 Articles
Recording a CAM Assessment
Creating a Retention Coach Assessment
Creating a Risk Assessment
Review a Client's Retention Status
Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
6 Articles
Recording General Incidents
Recording Next Steps Write-Ups
Recording COATS
Recording CTOs for a Next Steps Client
Printing Incidents
Adding Follow-Up Comments to an Incident
Jobs
3 Articles
Creating a Job in @Work
Updating a Job in @Work
Ending a Job in @Work
Files
3 Articles
Adding a Document to a Client's @Work Files
Adding a Background Check to a Client's Make Progress Files
Adding a Document to a Client's Files
Discharging a Client from @Work
1 Article
Discharging a Client from @Work
RingCentral for Salesforce
4 Articles
Logging into RingCentral for Salesforce
Making a Call through RingCentral for Salesforce
Sending a Text through RingCentral for Salesforce
Logging a Previous Call in RingCentral for Salesforce