Coach transfer request

What is the timeframe for the coach support team to process the transfer request?

• 1-3 BD

• 1-5 BD

• 4 BD

• 1-5 Calendar Days

If the coach wants to transfer all his clients, I can send the transfer request form-coach initiated

• True

• False

If the client who wants to be transferred, do not have the email or coach ID of the new coach, I can provide it

• True

• False

If I send the form to the client to complete, I need to leave the case in Salesforce as closed

• True

• False

If the client has all the information from the new coach he wants to be assigned to, do I need to send the form?

• No, I can complete a case in Salesforce and leave that info there without sending a form

• Yes,I just should walk the client on where to include that info in the form

• No, I just need to transfer to coach support for them to work directly with the client

• Yes, client should be completing the info by themselves