# Getting Help and Next Steps

## Handle it yourself, or escalate?

**Do it yourself**

- Adding and deactivating users; password resets
- Settings, Tab List, and dashboard tweaks
- Data imports and cleanup (Sandbox-tested); tidying duplicates

**Escalate**

- Configuration / structure changes ([Chapter 3](https://docs.clevelandbusinessmentors.org/books/espocrm-system-guide/chapter/configuration-customization))
- Server or deployment issues; anything destructive (resets)
- Suspected **data loss**
- Persistent integration failures (email, Google, website)

## How to get help

- For **configuration changes and technical / deployment issues**, contact the CBM implementation team / deployment maintainer.
- When you ask for help, include: what you were doing, what you expected, what happened, the **time**, and the **environment** (Production or Sandbox).

> **To be filled in:** CBM's actual support contact(s) and any ticket/escalation path. Left generic on purpose — provide the names/addresses and they'll be slotted in here.

## The other guides

- **[CRM Introduction Guide](https://docs.clevelandbusinessmentors.org/books/crm-introduction-guide)** — start here, for everyone
- **[Mentor Guide](https://docs.clevelandbusinessmentors.org/books/mentor-guide)** — for mentors
- **[Client Administration Team Guide](https://docs.clevelandbusinessmentors.org/books/client-administration-team-guide)** and **[Mentor Administration Team Guide](https://docs.clevelandbusinessmentors.org/books/mentor-administration-team-guide)** — for staff teams
- *(You're in the System Administration guide.)*

## Keep this guide current

When the CRM changes, update the matching page here — editing is covered in [The Documentation Site](https://docs.clevelandbusinessmentors.org/link/53). Good documentation is maintained, not written once.