Mentor Guide
Getting Started as a Mentor
Who this guide is for. This guide is for CBM mentors, and it assumes you've already read the CRM...
Finding Your Engagements
Finding Your Engagements Find all your engagements from your Contact Home Page by clicking Client...
Logging A Client Session
Logging a Session After every mentoring meeting, log a Session. This is the heart of your work in...
Adding Attendees to a Session
After a session is created, you can add the attendees to the session using the following steps: O...
Following Up After a Session
Once you've logged the session (Section 3), close the loop with the client: send them a recap of ...
Keeping Your Engagement Current
Most of your record-keeping happens session by session (Section 3). Between sessions, there are t...
Tracking Upcoming Sessions
One place for what's coming up. The CRM has its own Calendar, reached from the left-hand menu, an...
Getting Help and Next Steps
Where to get help. For anything about access — signing in, your password, or not being able to se...
Updating Your Profle
The My Mentor Profile application includes all the information and photo that will appear on the ...