Support Center

Initiate Requests

Last Updated: Apr 19, 2017 02:18PM CDT
  1. Click Coaching Programs, located in the top navigation menu.


 
  1. Click on your desired client name.
 
  1. Click Requests from left panel filter.


 
  1. Click + New, located at the top right of the Requests section.


 
  1. Select the request type from the Create Request drop-down.  


 
  1. Complete the required fields indicated by the red line:
    • Request Name (e.g., Annie Agent - Hold)
    • Request Reason (e.g., Hold Client)
    • Start and End Dates (not required with a hold)
 
  1. Click Save.

Contact Us

9f9ffb08c427c15bb9273b0a2e66c182@kwri.desk-mail.com
http://assets0.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete