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Logging A Client Session
Logging a Session After every mentoring meeting, log a Session. This is the heart of your work in...
Google, Email & Website Integrations
Some specifics below depend on how CBM's integrations are configured. Where you see "as configure...
Assigning a Mentor
Finding the best match. With the client's industry and requested mentoring areas in mind, there a...
Reassigning Declined and Dormant Engagements
Not every assignment sticks the first time, and that's expected. Two kinds of engagement come bac...
Getting Help and Next Steps
Where to get help.For anything about access— signing in, your password, or not being able to see ...
Finding and Reviewing Pending Engagements
Finding new engagements. Your work starts by reviewing the Pending Client Engagements Report. Thi...
Getting Started with Client Assignment
Who this guide is for.This guide is for the CBM Client Assignment team, and it assumes you've alr...
Getting Help and Next Steps
Handle it yourself, or escalate? Do it yourself Adding and deactivating users; password resets Se...
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...
Backups & Updates
Backups The CRM's data must be backed up regularly so it can be restored after a mistake or a fai...
Routine Maintenance & Monitoring
A simple routine A short, regular check keeps surprises away. Weekly-ish Confirm email is sending...
The Documentation Site
What this site is The documentation you're reading lives on a separate documentation site at doc...
Duplicates, Mass Updates & Cleanup
Finding & merging duplicates The CRM flags likely duplicates when records are created, and you ca...
Making Configuration Changes
Two kinds of change Data — adding records, fixing values, importing. Everyday work; see Chapter 4...
Importing & Exporting Records
Exporting Open any list view (e.g. Contacts), filter if you like, select records (or all), then E...
Roles, Teams & Permissions
The two halves of access EspoCRM controls access with Roles and Teams, working together: Roles de...
System Settings & the Navigation Menu
System Settings Administration → Settings holds system-wide options. The ones you might reasonabl...
Managing Users
What a user is Anyone who signs into the CRM has a user record. Each person should have their own...
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...