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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 tha...

Finding Your Engagements Find all your engagements from your Contact Home Page by clicking Client Management under Applications. Viewing Your Engagements You will see a list of your engagements which you can access if you are the Primary or Co-mentor regardles...

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 . Log it while the meeting is still fresh. Where a session l...

After a session is created, you can add the attendees to the session using the following steps: Open the Session Details screen. Click the “…” button to select from existing outside CBM contacts. If the outside CBM contact does not exist, click on the “+” butt...

Once you've logged the session (Section 3), close the loop with the client: send them a recap of what you discussed and lock in the next meeting. Unlike the rest of this guide, this step happens in your Google Calendar and email, not in the CRM — the CRM holds...

Most of your record-keeping happens session by session (Section 3). Between sessions, there are two things you may want to keep up to date on the engagement itself — its status and any notes — and both are largely at your discretion. Status. An engagement stay...

One place for what's coming up. The CRM has its own Calendar, reached from the left-hand menu, and it's linked to your Google Calendar. That means the next-session meetings you create in Google Calendar (Section 4) appear here too — so you can see your upcomin...

Where to get help. For anything about access — signing in, your password, or not being able to see something you think you need — contact Sharon Rose [contact method to be added]. For questions about how to do your work — a process, who handles what, or a clie...

Welcome to the Cleveland Business Mentors CRM. This guide is your starting point. It doesn't assume you've used a system like this before, and it won't ask you to do anything yet — its job is to help you understand what the system is, find your way around it, ...

Before your first sign-in. Your CONTACT account is created for you by a CBM administrator — you don't set one up yourself. When your account is ready, the system sends you an email with a temporary password, which you'll be prompted to change the first time yo...

When you log in, you'll see the CONTACT's main interface or Home Page. A handful of elements stay with you everywhere you go, and getting familiar with them is most of what it takes to feel at home. One thing to know up front: the exact set of items you see is...

This is the most important section to absorb, because it gives you the words for everything that follows. Everything in the CONTACT is a record — the system's file on one thing, gathered in one place. Records fall into three groups — the people CBM knows, the ...

Now that you know what the records are, here's how to find them and read them. Along with Section 3, this is most of what you'll do at first — looking things up and understanding what you see. Search is the fastest way to a specific record. The search box at t...

The system tailors itself to you. CONTACT deliberately shows different things to different people. The applications and directories on your CONTACT home page shaped by your role and your User account. Two colleagues can sign in side by side and see genuinely d...

A few simple habits keep CONTACT trustworthy for everyone who relies on it. None are difficult — they're mostly about being thoughtful with shared information. Keep information current. The CRM is only as useful as it is up to date. When you learn that somethi...