Client Services Salesforce

Recent updates

Helping a Client Fill Out the Intake Form and Waivers at Restoration House
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - RH
Uploading a Client Image
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - TSI
Entering a Print Application
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - TPH
Viewing Programs at Atlanta Mission
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Completing a Cold Weather Screening with a Previous Client
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Cold Weather Screening - TSI
Helping a Mother or Guardian Fill Out the Children's Intake Form
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - RH
Filling out the Client Intake Form - Performed by the Client
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - TSI
Completing a Phone Interview with an Applicant at The Potter's House
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Screening and Intake - TPH
Navigating the Program Page
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Assigning a Client to a Cold Weather Bed
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Cold Weather Screening - TSI