Client Services Salesforce

Recent updates

Adding a Document to a Client's @Work Files
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Files
Review a Client's Retention Status
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Assessments
Searching for a Client
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Getting Started
Recording General Incidents
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Updating a Client's Contact Information
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Updating Client Information
Logging into RingCentral for Salesforce
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? RingCentral for Salesforce
Recording a MARTA Card
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Service Deliveries (MARTA Cards, Referrals)
Discharging a Client from @Work
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Discharging a Client from @Work
Adding a Background Check to a Client's Make Progress Files
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Files
Recording @Work Write-Ups
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)