Your customer information is vital for your Coaches to know and for reporting on demographic information related to your customers. The Intake tab is where much of this information can be found and edited.
After opening an existing customer or creating a new customer, then you can access the Intake tab for that customer.
Add/Edit Intake Tab Information
- Open an existing customer (Contact) record or create a new customer (Creating a New Customer in COACH).
- Underneath the Customer Information banner, click on the Intake tab.
- Update the Contact Owner (also called the Assigned Coach) by clicking on the gray person icon and choosing a User that currently has login access to Salesforce.
- Click the pencil icon to edit any information on the page.
- After editing information on the page, click the Save button at the bottom of the page to save any changes made.
- Make sure to update the Intake tab any time information has changed or needs to be updated!
Add/Edit Fields Shown on Intake Tab
Users that have System Administrator access in Salesforce can create and modify the fields that are shown on the Intake Tab. For instance, if you need a new field so that you can track which county your customer lives in, a new Picklist field can be created with all of the nearby counties available as options to select.
For instructions on creating new custom fields, view this help article from Salesforce: Create Custom Fields. New fields need to be saved to the Contact object to the correct Page Layout. To identify the Page Layout that is currently in use, view this help article from Salesforce: Need to know the page layout when you edit a record in Lightning Experience.