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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...

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 CRM 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 you lo...

When you log in, you'll see the CBM CRM's main interface. 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 menu items you see is tailore...

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

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. The CBM CRM deliberately shows different things to different people. The areas in your left-hand menu, the records that appear in your lists, and even some of the details on a record are all shaped by your role and your User a...

A few simple habits keep the CRM 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...

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 — contact Sharon Rose [contact method to be added]. For questions about how to do your...

Who this guide is for.This guide is for the CBMClient Assignmentteam, 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 pi...

Finding new engagements.Your work starts at theClient Assignment Teamdashlet on your home page. It lists the engagements that need your team's attention — those with a status ofSubmitted(new, straight from the intake form), along withAssignment DeclinedandDorm...