You are here:
Create Funding Requests
Track grantseekers’ applications by creating Funding Requests.
- Create a Funding Request
Once the Funding Program is defined, you can create a Funding Request to track the applications. Typically, a grantseeker creates Funding Requests through the portal, but administrators can also create them.
Create a Funding Request
Once the Funding Program is defined, you can create a Funding Request to track the applications. Typically, a grantseeker creates Funding Requests through the portal, but administrators can also create them.
-
From the App Launcher (
), find and select Funding Requests. -
Click New.
-
Enter a Funding Request Name. For example, STEPS to Leadership.
-
Optionally, configure additional details.
-
Click Save
Watch the Nonprofit Salesforce How-To Series video about Outbound Funds Create a Funding Program and a Funding Request.
Heeft dit artikel uw probleem opgelost?
Laat ons weten wat we kunnen doen om te verbeteren!
