Client Services Salesforce

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Completing an In-Person Screening with an Applicant at The Potter's House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied)
Add Files while Writing a Client Note
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Marking a Client as Pregnant
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Record a Missed Bed Check
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Filling out the Client Intake Form - Performed by the Client
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
Recording Multiple Services at Once
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Creating a Retention Coach Assessment
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Mark Attendance for a Class or Group Session
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Assigning a Client to a Cold Weather Bed
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - TSI
Navigating Find Hope and Choose Help Program Engagement Pages
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started