CBM Mentor Guide
Getting Started as a Mentor
1. Getting Started as a Mentor Who this guide is for. This guide is for CBM mentors, and it assu...
Finding Your Engagements
2. Finding Your Engagements Two ways to reach your work. There are two routes to the engagements ...
Logging A Client Session
3. Logging a Session After every mentoring meeting, log a Session. This is the heart of your work...
Adding Attendees to a Session.
After a session is created, you can add the attendees to the session using the following steps: O...
Following Up After a Session
Once you've logged the session (Section 3), close the loop with the client: send them a recap of ...
Keeping Your Engagement Current
Most of your record-keeping happens session by session (Section 3). Between sessions, there are t...
Tracking Upcoming Sessions
One place for what's coming up. The CRM has its own Calendar, reached from the left-hand menu, an...
NewGetting Help and Next Steps Page
Where to get help. For anything about access — signing in, your password, or not being able to se...