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WorksheetsCoach transfer request
Total questions: 5
Worksheet time: 3mins
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
