Client Services Salesforce

Recent updates

Creating a New Referral Partner Account
Article

Updated on Oct 03, 2024

Make Progress I'm a CRS, Now What? Referral Organizations
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Referrals
- Find Hope and Choose Help / I'm a SW, Now What? / Referral Organizations
Enroll a Client in Next Steps
Article

Updated on Sep 30, 2024

Next Steps Next Steps Make Progress Leader Enrolling a Client in Next Steps
Article also found in:
- Next Steps / I'm a VTS or VDT, Now What? / Enrolling a Client in Next Steps
Understanding my Goal Metrics
Article

Updated on Sep 27, 2024

Make Progress I'm a Counselor, Now What? KPIs
Recording a BPS
Article

Updated on Sep 27, 2024

Make Progress I'm a Counselor, Now What? Assessments
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Assessments
Understanding my Assessment Metrics
Article

Updated on Sep 27, 2024

Make Progress I'm a Counselor, Now What? KPIs
Understanding my Class Metrics
Article

Updated on Sep 27, 2024

Make Progress I'm a Counselor, Now What? KPIs
Understanding my Client Note Metrics
Article

Updated on Sep 27, 2024

Make Progress I'm a Counselor, Now What? KPIs
Understanding my Campus CSAT Metrics
Article

Updated on Sep 20, 2024

Make Progress I'm an Advocate, Now What? KPIs
Understanding my Drug Screen Metrics
Article

Updated on Sep 20, 2024

Make Progress I'm an Advocate, Now What? KPIs
Understanding my Assessment Metrics
Article

Updated on Sep 20, 2024

Make Progress I'm an Advocate, Now What? KPIs