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Where to get help. If you get stuck, you have people to turn to. For anything about access — signing in, your password, or not being able to see something you think you need — email helpme@cbmentors.org. For questions about how to do your work — which records ...

Who this guide is for.This guide is for the CBM Client Assignment team, 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 navigate, and how the records connect. It ...

Finding new engagements. Your work starts by reviewing the Pending Client Engagements Report. This information is available in two places within the system: The Pending Client Engagements Report The CBM Engagements Panel. The Pending Client Engagements Report ...

Finding the best match. With the client's industry and requested mentoring areas in mind, there are two ways to locate available and matching Mentors: The CBM Members page can be searched and filtered to show mentors that might meet the Clients needs. The Avai...

Not every assignment sticks the first time, and that's expected. Two kinds of engagement come back to your queue, and you'll see both in the Client Assignment Team dashlet alongside the new Submitted ones: Assignment Declined— a mentor reviewed the engagement ...

Where to get help.For anything about access— signing in, your password, or not being able to see the dashlet or a record you think you need — contact Sharon Rose[contact method to be added]. For judgment calls — a hard-to-place engagement, or which mentor is t...

Who this guide is for. This guide is for the CBM Mentor Applicant Review Team, and it assumes you’ve already read the CRM Introduction — so you know what Contacts and Companies are, how to sign in and navigate, and that what you can see is governed by your Use...

There are two places to find a list of Pending Mentor Candidates: Reports, or the CBM Membors Panel. The Pending Mentor Candidates Report The Reports page provides a number of reports that may be useful, and they are pre-configured to show all Pending Mentor c...

Opening the Mentor application. Once you have selected a Mentor to review, open their CBM Member record by clicking on their name. The CBM Member detail form segments the data about the member into tabs across the top of the page. Members of the Mentor Review ...

The status progression. Your team moves each candidate through a sequence of statuses or "States" as the review process advances. The full path from application to approval is: Candidate → Under Review→ Provisional Accepted →Provisional → Approved→Active What ...

 If after a full review your team determines that a candidate is not the right fit for CBM’s mentoring program, you decline the application. A declined record is retained permanently in the system — it isn’t deleted. How to decline. To record a decline decisio...

Your decision hands off to onboarding. When you set a candidate’s Mentor Status to Approved and save the record, your team’s work on that application is complete. The candidate moves into the CBM mentor onboarding process — a separate workflow handled by the M...

The system defines a Dormant Mentor as a Mentor who has not accepted Client Assignments or has gone unresponsive. There is no automation to determine this status, so it is a Administrator assigned status used to prevent the Client Assignment Team from assignin...

Where to get help. For anything about access — signing in, your password, or not being able to see the dashlet or a record you think you need — contact Sharon Rose [contact method to be added]. For questions about how to do your work — which status to use, how...