Client Services Salesforce

Recent updates

Adding a Document to a Client's Files
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Files
Recording COATS
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 Retention Coach Assessment
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Assessments
Ending a Job in @Work
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Jobs
Sending a Text through RingCentral for Salesforce
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? RingCentral for Salesforce
Recording Multiple Services at Once
Article

Updated on May 17, 2024

Next Steps I'm a Retention Coach, Now What? Service Deliveries (MARTA Cards, Referrals)
Assigning a Client to a Caseload
Article

Updated on May 17, 2024

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