Action Required: Submit FY26 Expenses by October 23

Best Practices for Using the Keyword Search Feature CIC Steps for Checking up on Open Mentoring Requests Client Intake Coordinator (CIC) Position 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