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Signing In & the Administration Panel
Signing in as an administrator Open the CRM in your browser: Production: https://crm.clevelandbu...
Getting Help and Next Steps
Where to get help. For anything about access — signing in, your password, or not being able to se...
Finding Mentor Applications to Review
There are two places to find a list of Pending Mentor Candidates: Reports, or the CBM Membors Pan...
Getting Help and Next Steps
Where to get help. For anything about access — signing in, your password, or not being able to se...
Dormant Mentors
The system defines a Dormant Mentor as a Mentor who has not accepted Client Assignments or has go...
Reviewing a Candidate Application
Opening the Mentor application. Once you have selected a Mentor to review, open their CBM Member ...
Getting Started with Mentor Applicant Review
Who this guide is for. This guide is for the CBM Mentor Applicant Review Team, and it assumes you...
Tracking Upcoming Sessions
One place for what's coming up. The CRM has its own Calendar, reached from the left-hand menu, an...
Keeping Your Engagement Current
Most of your record-keeping happens session by session (Section 3). Between sessions, there are t...
Following Up After a Session
Once you've logged the session (Section 3), close the loop with the client: send them a recap of ...