Client Services Salesforce

Recent updates

Understanding Event Metrics
Article

Updated on Aug 04, 2025

Sustain and Grow I'm a Sustain and Grow Lead, Now What? KPIs
Understanding my Infraction and Strike Metrics
Article

Updated on Aug 02, 2025

Sustain and Grow I'm a Sustain and Grow Lead, Now What? KPIs
Understanding my Referral Metrics
Article

Updated on Jul 29, 2025

Sustain and Grow I'm a Sustain and Grow Lead, Now What? KPIs
Understanding my Client Note Metrics
Article

Updated on Jul 29, 2025

Sustain and Grow I'm a Sustain and Grow Lead, Now What? KPIs
Scanning Class/Event Attendance
Article

Updated on Jul 28, 2025

Entire Manual Client Salesforce Overall Manual Badge Scanning
Tracking Outcomes as a Counselor
Article

Updated on Jun 25, 2025

Make Progress I'm a Counselor, Now What? Outcomes
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Outcomes
Printing Client ID Badges
Article

Updated on Jun 06, 2025

Entire Manual Client Salesforce Overall Manual Badge Scanning
Scanning Client Service Usage (Meals, Laundry, Closet, Toiletries, Medication, )
Article

Updated on Jun 03, 2025

Entire Manual Client Salesforce Overall Manual Badge Scanning
Recording a BPS
Article

Updated on May 14, 2025

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

Updated on May 14, 2025

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