Client Intake Coordinator Guides
- Optimizing Mentor Matches: Best Practices for Client Intake Coordinators (CICs)
- How to: Manage the Client Intake Queue (Match a Mentoring Request)
- Best Practices for Using the Keyword Search Feature
- How To: Transfer a Mentoring Request to Another Chapter
- How To: Add a Note (to the Mentor Request Case)
- Engage Relevant List Views for CICs
- Managing Mentor Assignments
- CIC Steps for Checking up on Open Mentoring Requests
- When a mentor leaves SCORE... managing the clients that remain