Getting Help and Next Steps

Where to get help.For anything about access— signing in, your password, or not being able to see the dashlet or a record you think you need — contact Sharon Rose[contact method to be added]. For judgment calls — a hard-to-place engagement, or which mentor is the right fit — a colleague on your team or your lead is usually the best sounding board.

Your workflow at a glance.Working from the Client Assignment Team dashlet, you review each new Submitted engagement and verify its records (Section 2), find a capable mentor against the client's industry and requested areas (Section 3), and assign it by setting the Assigned Mentor and Assigned Users, making that mentor the Assigned User on the engagement's contacts and the client too, and setting the status to Pending Acceptance. Declined and dormant engagements come back to the same dashlet, and you reassign them the same way (Section 4).

The one thing to never skip.Make the mentor the Assigned Usereverywhere they'll need to look — the engagement, its contacts, and the client, not just the Assigned Mentor field. It's the easiest step to overlook and the one that quietly breaks things — a mentor who can't open their engagement or its records almost always traces back to a missing or mismatched Assigned User.

Keep the Introduction handy.This guide builds on the CRM Introduction — the records, how they connect, and why access follows the User account. Keep it nearby as a refresher whenever something is unfamiliar.

Thank you.Your matches are where every mentoring relationship begins. Getting the right mentor — and their access — set up cleanly is what lets the work start smoothly, so thank you for the care you put into it.