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Client Services Salesforce
I'm a Retention Coach, 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 VTS or VDT, Now What?
I'm a CAM, Now What?
I'm a Campus Director, Now What? (copied)
Getting Started
6 Articles
Searching for a Client
Logging In
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 @Work Program Engagement Page
Assessments
3 Articles
Review a Client's Retention Status
Creating a Retention Coach Assessment
Creating a Risk Assessment
Client Notes
3 Articles
Creating a Next Steps Client Note
Add Files while Writing a Client Note
Using a Template to Write Your Note
Jobs
3 Articles
Creating a Job in @Work
Updating a Job in @Work
Ending a Job in @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
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 Progress in @Work
2 Articles
Marking that a Client is Employed
Marking that a Client has Reached Alumni Status
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
Service Deliveries (MARTA Cards, Referrals)
3 Articles
Recording a MARTA Card
Recording Multiple Services at Once
View All Service Deliveries for a Particular client
Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
5 Articles
Recording General Incidents
Recording @Work Write-Ups
Recording COATS
Printing Incidents
Adding Follow-Up Comments to an Incident
Discharging a Client from @Work
1 Article
Discharging a Client from @Work
Outcomes
5 Articles
Navigating Outcomes on the Make Progress Program Engagement
Navigating the Individual MP Outcome Area List View Page
Navigating Outcomes on the Sustain and Grow Program Engagement
Navigating the Individual SG Outcome Area List View Page
Tracking Outcomes as a Retention Coach