Click-Through Guides

    1. COMING SOON: Worksheet: Grants Action Plans

    1. Add a Proposal Manager to a Grants Plan

    2. Close a Grant Plan

    1. Assign Prospect Research Including Reason and Type Using the Major Giving Portfolio's Prospect Queue

    1. Setup and Customization of Grants Reports

    2. Review of Helpful Grants Reports

    3. Include Grants in Contributions Reporting

    4. Include Grants in Follow Ups Reporting

    1. Bulk Upload Action Plan Data (En/Es)

Details

  • 1 Worksheet
  • 7 Guides
  • EveryAction

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