Search Results

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...

Who this guide is for This guide is for the CBM CRM administrator — the staff member(s) responsible for keeping the Cleveland Business Mentors CRM running smoothly day to day: adding and removing users, adjusting settings, importing data, and handling the occa...

Signing in as an administrator Open the CRM in your browser: Production: https://crm.clevelandbusinessmentors.org Sandbox: https://crm-test.clevelandbusinessmentors.org Enter your administrator username and password. You'll land on a dashboard like any user ...

What a user is Anyone who signs into the CRM has a user record. Each person should have their own account — never a shared login. Individual accounts keep the activity history accurate (who logged which session, who changed what) and let you remove someone's a...

The two halves of access EspoCRM controls access with Roles and Teams, working together: Roles decide what a user can do — which record types they can see, create, edit, or delete, plus any administrative abilities. Teams decide whose records a user can see — ...

System Settings Administration → Settings holds system-wide options. The ones you might reasonably touch: Application name, time zone, date & number formats, week start, default currency, language — locale and cosmetic defaults. Outbound email basics — covered...

Two kinds of change Data — adding records, fixing values, importing. Everyday work; see Chapter 4 — Managing Data. Configuration / structure — new fields, changed layouts, new record types, dropdown options, validation, relationships. This follows a defined pr...

Exporting Open any list view (e.g. Contacts), filter if you like, select records (or all), then Export. Choose the format (CSV or XLSX) and which fields to include. Exports are useful for reporting, a quick safety copy before a risky change, or prepping data f...