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 CONTACT account is created for you by a CBM administrator — you d...
The Lay of the Land
When you log in, you'll see the CONTACT's main interface or Home Page. A handful of elements stay...
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. CONTACT deliberately shows different things to different people...
Good Habits
A few simple habits keep CONTACT 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...