Clients

Once you have logged in, the Navigation Panel will appear on the left side of the screen. Click on Clients...

Adding a new resource partner just got easier. Using a Resource Partner Application Intake Form, organizations can submit profile information...

A common challenge we are often asked about is how to best manage duplicate client information inside of SourceLink℠ Pro. ...

Click Resource Navigator in the SourceLink℠ navigation bar. Click link to organization to edit from the list of Resource Partners. ...

Client interactions can be automatically added to SouceLink® client records through email. The most popular ways to use the email...