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.

While viewing a Funding Request, click Create Funding Request Role.
Search for or create a Contact.
Select the Status. For example, Current for active Contacts, or Former for inactive Contacts.
Select a Role.
Click Save.