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Client Services Salesforce
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Topics
Getting Started
9
Updating Client Information
7
Client Notes
4
Incidents
8
Services
4
Service Deliveries (Passes, MARTA, Referrals)
6
Classes and Groups
6
Assessments
2
Approvals
4
Case Plans and Goals
6
Beds and Bed Assignments
6
Client Discharges
2
Files
2
Drug Screens
1
Medications
2
Screening and Intake - RH
5
Screening and Intake - TSI
4
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 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?
Next Steps Make Progress Leader
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)
Client Services Salesforce
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I'm a FH/CH Leader, Now What?
Updating Client Information
7 Articles
Updating a Client's Contact Information
Updating a Client's Clothing Sizes
Updating a Client's Allergies
Updating a Client's Meal Accommodations
Updating Client Income
Indicating a Client Made a Decision for Christ
Indicating a Client has been Baptized while at Atlanta Mission