1. Reach out to your client and set up your first call
You can click the Help button at the top-right of the platform home page to find instructions for reaching out to your client (and general instructions for using the platform). If you have any questions, please email Madison.
2. What to do if your caller is not responding?
If your caller is not responding after your initial contact, you can:
If your caller is not responding after one or more conversations, you can: