Getting Help and Next Steps

Handle it yourself, or escalate?

🚧Do Thisit page is being written.yourself

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

ItEscalate

will

cover:Configuration who/ structure changes (Chapter 3) 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, howinclude: towhat escalate,you were doing, what you expected, what happened, the time, and linksthe toenvironment (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.guides

CRM Introduction Guide — start here, for everyone Mentor Guide — for mentors Client Administration Team Guide and 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. Good documentation is maintained, not written once.