Fundraising

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Training Documentation

Adding a Grant Opportunity

Follow the steps below to create a Grant Opportunity.
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Adding Grant Deliverables

Follow the steps below to deliverables for Grant Opportunities, such as Letters of Intent, Grant Applications, and Grant Reports.
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Creating an Engagement Plan Template

Follow the steps below to create and Engagement Plan Template with Tasks and Dependent Tasks.
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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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