Chapter Portal Resources

Find all the information including screenshots and videos about the new Chapter Portal built on Salesforce and replacing the CX system we used before. Thank you again for all your support and for joining the last few sessions. In this email you will find the links to the last two recordings. I strongly encourage you to spend an hour or so and watch these sessions – they are very informative and clear on the entire process from beginning to end! If you are struggling, pelase watch the sessions as I feel they should help understand what needs to be done.

*IMPORTANT INDEMNIFICATION NOTE*
If you are sending out the URL (bit.ly/shpdelivery) you need to watch the recorded session to know how to link them back to the case!! I need all your help getting these linked to cases ASAP! Please watch the session and follow the instructions there ASAP.

System Generated Emails 

The system generates emails to the applicants and internally. This should help understand what’s being sent out and allow you to see what they look like and say.

Bed Scheduled for Delivery

Videos

Chapter Portal training video from May 12, 2022