Client Services Salesforce

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Creating a Retention Coach Assessment
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Assessments
Mark Attendance for a Class or Group Session
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Classes and Groups
Record a Missed Bed Check
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Beds and Bed Assignments
Marking a Client as Pregnant
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Updating Client Information
Adding Follow-Up Comments to an Incident
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Incidents
Completing a Walk-up Screening with a New Applicant at Restoration House
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - RH
Navigating Make Progress Program Engagement Page
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Recording a Children's Assessment
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Assessments
Adding Class/Group Notes
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Classes and Groups
Indicating a Client Made a Decision for Christ
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Updating Client Information