Client Services Salesforce

Recent updates

Printing Incidents
Article

Updated on May 17, 2024

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

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Assessments
Logging a Previous Call in RingCentral for Salesforce
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? RingCentral for Salesforce
View All Service Deliveries for a Particular client
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Service Deliveries (MARTA Cards, Referrals)
Navigating a Client's Contact Page as a Case Manager
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Getting Started
Marking that a Client is Employed
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Updating Client Progress in @Work
Adding Follow-Up Comments to an Incident
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Accessing a Client's Active Program Engagement
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Getting Started
Marking that a Client has Reached Alumni Status
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Updating Client Progress in @Work
Navigating the @Work Program Engagement Page
Article

Updated on May 17, 2024

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