Getting Help and Next Steps

Where to get help. If you get stuck, you have people to turn to. For anything about access — signing in, your password, or not being able to see something you think you need — contact Sharon Rose [contact method to be added]. For questions about how to do your work — which records to use, how a process runs — your coordinator is usually the fastest source, and your role guide (below) answers most of them.

What comes next. This introduction has given you the lay of the land: what the CRM is, how to sign in and find your way around, the records it holds and how they connect, why your view is tailored to your role, and the habits that keep it trustworthy. That's the shared foundation every CBM CRM user needs.

The next step is your role guide — a separate, shorter guide written for what you do day to day. Where this introduction stops at finding and reading information, your role guide picks up the tasks that are yours: creating and updating records, and the specific workflows your role follows. Read it next, and keep this introduction nearby as a refresher whenever a term or concept needs one.

Welcome to the CBM CRM — you're ready to begin.