Client Services Salesforce

Recent updates

Tracking Outcomes as a CAM
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Outcomes
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Outcomes
Discharging a Client from Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Discharging a Client from Next Steps
Updating a Job in Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Jobs
Creating a Job in Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Jobs
Navigating the Next Steps Program Engagement Page
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started
Adding Follow-Up Comments to an Incident
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Recording CTOs for an @Work Client
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Logging into RingCentral for Salesforce
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? RingCentral for Salesforce
Updating a Client's Contact Information
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Updating Client Information
Searching for a Client
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started