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Training Documentation
Adding a Grant Opportunity
Follow the steps below to create a Grant Opportunity.
Adding Grant Deliverables
Follow the steps below to deliverables for Grant Opportunities, such as Letters of Intent, Grant Applications, and Grant Reports.
Creating an Engagement Plan Template
Follow the steps below to create and Engagement Plan Template with Tasks and Dependent Tasks.
Adding an Engagement Plan to a Contact
Follow the steps below to add an Engagement Plan (and its Tasks and Dependent Tasks) to a Contact.
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