CRM Introduction Guide

About the CBM CRM

Welcome to the Cleveland Business Mentors CRM. This guide is your starting point. It doesn't assu...

Signing In

Before your first sign-in. Your CRM account is created for you by a CBM administrator — you don't...

The Lay of the Land

When you log in, you'll see the CBM CRM's main interface. A handful of elements stay with you eve...

Core Concepts and CBM Vocabulary

This is the most important section to absorb, because it gives you the words for everything that ...

Finding and Reading Information

Now that you know what the records are, here's how to find them and read them. Along with Section...

Your Role and What You Can See

The system tailors itself to you. The CBM CRM deliberately shows different things to different pe...

Good Habits

A few simple habits keep the CRM trustworthy for everyone who relies on it. None are difficult — ...

Getting Help and Next Steps

Where to get help. If you get stuck, you have people to turn to. For anything about access — sign...