Client Services Salesforce

Recent updates

Navigating the @Work Program Engagement Page
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Getting Started
Updating Client Income
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Updating Client Information
Indicating a Client Made a Decision for Christ
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Updating Client Information
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)