References
Listed below is all the known content in the system that links to this item.
About This Guide & the CBM CRM Setup
Who this guide is for This guide is for the CBM CRM administrator — the staff member(s) responsib...
Making Configuration Changes
Two kinds of change Data — adding records, fixing values, importing. Everyday work; see Chapter 4...
Duplicates, Mass Updates & Cleanup
Finding & merging duplicates The CRM flags likely duplicates when records are created, and you ca...
Backups & Updates
Backups The CRM's data must be backed up regularly so it can be restored after a mistake or a fai...
Troubleshooting & Recovery
First steps for any problem Is it just you? Try another browser or an incognito window, or ask a ...
Environments & Where Things Live
Environments Environment Address Purpose Production CRM crm.clevelandbusinessmentors.org The live...
Google, Email & Website Integrations
Some specifics below depend on how CBM's integrations are configured. Where you see "as configure...