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Client Services Salesforce
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Topics
Getting Started
6
KPIs
3
Updating Client Information
8
Client Notes
3
Service Deliveries (Passes, MARTA, Referrals)
6
Incidents (Strikes and General Incidents)
5
Assessments
2
Case Plans and Goals
6
Classes and Groups (Service Schedules and Sessions)
5
Approvals for Client Progression and Persona Changes
2
Medications
1
Discharging a Client from the Program
1
Files
1
Client Alerts
2
Client Discharges
1
Generate Manual PDF
Other Resources
Client Salesforce Overall Manual
I'm an Intake Specialist, 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 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 an Ambassador, Now What?
Files
1 Article
Adding a Document to a Client's Files