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1. 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 — so you know what Contacts, Companies, Engagements, and Sessions are, how to sign in and find your way around, and th...

2. Finding Your Engagements Two ways to reach your work. There are two routes to the engagements you're working on, and both show the same list: From your home page (the Mentor Dashboard), the My Active Engagements dashlet lists your current engagements. From ...

3. Logging a Session After every mentoring meeting, log a Session. This is the heart of your work in the CRM: it builds the running record of the engagement and feeds the follow-up you send to attendees (Section 4). Log it while the meeting is still fresh. Whe...

After a session is created, you can add the attendees to the session using the following steps: Open the Session Details screen. Click on the “+” button to create a new contact and add them as an attended. Only do this if you have not added the contact previou...