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Manage Funding Request Roles
Track the people related to Funding Requests.
- Create a Funding Request Role
The Funding Request Role allows you to track people associated with a Funding Request. For example, you can create Funding Request Roles for multiple individuals at a grantseeking organization.
Create a Funding Request Role
The Funding Request Role allows you to track people associated with a Funding Request. For example, you can create Funding Request Roles for multiple individuals at a grantseeking organization.
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While viewing a Funding Request, click Create Funding Request Role.
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Search for or create a Contact.
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Select the Status. For example, Current for active Contacts, or Former for inactive Contacts.
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Select a Role.
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Click Save.
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