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