Online Performance Database System

Online Customer
Relationship
Management (CRM)/
Performance Databases
System
Screen Shots
October 2022

Accounts Fields – Entered by Project
Required Fields

Account Name
Business Center
Phone:
Email Address
Website
Race/Ethnicity
Primary NAICS
Business Address
Program Type(s)

Contact Fields – Entered by Project
Required Fields

First & Last Name
Job Title
Status of Engagement
Business Center
Phone
Email
Address Information

Service Fields – Entered by Project

DocuSign – Client Actions
Actions

MBDA project initiates an
engagement action & completes form
The respondent (i.e., client) receives
an email from DocuSign with the
option to review and sign the
document by clicking the “REVIEW
DOCUMENT” button.

First page will always be the Electronic Record and Signature Disclosures. Please advise your Client to review the
form for accuracy before clicking sign.

DocuSign – Client Engagement Form

Client receives
digital document
and reviews

DocuSign – Client Engagement Form

Client clicks to
sign document

DocuSign – Client Transaction Verification Form

Client reviews
outcome
document

DocuSign – Client Transaction Verification Form

Client provides
description of
services received
and clicks to sign
document