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My NPSP Portfolio: Becca Davis
Becca Davis: Nonprofit Cloud Portfolio
NPSP Project Overview
Data Design and Setup
Backend Configuration
Formulas and Automation
Add-Ons
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Fundraising
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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Next: Release Note
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