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  1. Support Center
  2. Engage Resources
  3. Engage Training
  4. Client Mentoring Journey
  5. Client Intake Coordinator Guides

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
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Sponsor:  SCORE Foundation Sponsor:  SCORE Foundation
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Sponsor:  SCORE Foundation Sponsor:  SCORE Foundation
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Phone: 1-800-634-0245
Technical Support: help@score.org
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Support Center - Copyright © 2024 SCORE Association, www.score.org