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 Introduction Guide on the Start Here shelf — so you know what Contacts, Companies, Engagements, and Sessions are, how to sign in and find your way around, and that what you can see is governed by your User account. This guide picks up from there and walks you through what you actually do as a mentor.
What's expected of you.
CONTACT is where your mentoring is recorded. In practice that comes down to a few things: finding the clients you're assigned to, logging each session after you meet, following up with the people you mentored, and keeping your engagement and your own profile current. The sections that follow take these one at a time.
Signing in.
Make sure you are in the CHROME browser and that your profile is your cbmentors profile.. You may want to set Chrome as your default browser.
You reach the CRM the same way as any user — see "Signing In" in the Introduction. As a mentor you have a User account for logging in; if you're ever unable to sign in, contact helpme@cbmentors.org.
In the browser address bar, type in the Production CONTACT Apps URL: https://apps.clevelandbusinessmentors.org/ or use your shortcut under CBM in the bookmarks bar.
Sign in using your Google Workspace email address and the password you created when you onboarded.
Here you will see the CONTACT Home Page which will shows the areas available to you based upon your role. Matt Mentor's role is Mentor.
Please refer to The Lay of the Land in the CRM Introduction Guide on the Start Here shelf for an explanation of each of the categories in the image above.