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Client Services Salesforce
I'm a VTS or VDT, Now What?
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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?
Next Steps Make Progress Leader
I'm a Retention Coach, Now What?
I'm a CAM, Now What?
I'm a Campus Director, Now What? (copied)
Getting Started
7 Articles
Searching for a Client
Assigning a Client to a Caseload
Logging In
Navigating a Client's Contact Page as a Case Manager
Accessing a Client's Active Program Engagement
Navigating Make Progress Program Engagement Page
Navigating the Next Steps Program Engagement Page
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
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 Progress in Next Steps
5 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
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
1 Article
Creating a Risk Assessment
Incidents (Incidents, Next Steps Strikes, COATS, Recording CTO Days)
6 Articles
Recording General Incidents
Recording COATS
Recording Next Steps Write-Ups
Recording CTOs for a Next Steps Client
Printing Incidents
Adding Follow-Up Comments to an Incident
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
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
Outcomes
3 Articles
Navigating Outcomes on the Make Progress Program Engagement
Navigating the Individual MP Outcome Area List View Page
Tracking Outcomes as a Next Steps VDT or VTS