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Client Services Salesforce
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Topics
Getting Started
7
Updating Client Information
5
Updating Client Pre-Employment Checklist
1
Enrolling a Client in Next Steps
1
Updating Progress in Next Steps
5
Service Deliveries (MARTA Cards, Referrals)
4
Client Notes
3
Assessments
1
Incidents (Incidents, Next Steps Strikes, COATS, Recording CTO Days)
6
Files
3
RingCentral for Salesforce
4
Outcomes
3
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?
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)
Client Services Salesforce
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I'm a VTS or VDT, Now What?
Assessments
1 Article
Creating a Risk Assessment