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Finding Your Engagements
Finding Your Engagements Find all your engagements from your Contact Home Page by clicking Client...
Updating Your Profle
The My Mentor Profile application includes all the information and photo that will appear on the ...
Running a training session on the sandbox
Running a training session on the sandbox For whoever is delivering the training. It covers who t...
How the data is structured
How the data is structured across the two databases this platform uses. Drawn from the applicatio...
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 and Reading Information
Now that you know what the records are, here's how to find them and read them. Along with Section...
The Lay of the Land
When you log in, you'll see the CONTACT's main interface or Home Page. A handful of elements stay...
Signing In
Before your first sign-in. Your CONTACT account is created for you by a CBM administrator — you d...
Getting Help and Next Steps
Where to get help. If you get stuck, you have people to turn to. For anything about access — sign...
Good Habits
A few simple habits keep CONTACT trustworthy for everyone who relies on it. None are difficult — ...
Your Role and What You Can See
The system tailors itself to you. CONTACT deliberately shows different things to different people...
Core Concepts and CBM Vocabulary
This is the most important section to absorb, because it gives you the words for everything that ...
About the CBM CRM
Welcome to the Cleveland Business Mentors CRM. This guide is your starting point. It doesn't assu...
Adding Attendees to a Session
After a session is created, you can add the attendees to the session using the following steps: O...
How Email Works
Cleveland Business Mentors application suite - current as of July 21, 2026 Every email the system...
Declining an Application
If after a full review your team determines that a candidate is not the right fit for CBM’s ment...
Moving a Candidate Through the Process
The status progression. Your team moves each candidate through a sequence of statuses or "States"...
After Approval — What Happens Next
Your decision hands off to onboarding. When you set a candidate’s Mentor Status to Approved and s...
List Sort Order & Search Fields
For each type of record (Contact, Account, Mentor Profile, and so on), you can set how its list i...
Change Log
A record of notable maintenance and configuration changes made to the CBM production CRM. The tes...