- Create an Activity
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Create an Activity (2:19)
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Related Resources
- Navigate the Activities List Page
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Navigate the Activities List Page (2:15)
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Related Resources
- Create an Activity Template
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Create an Activity Template (3:50)
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Related Resources
- Link an Activity Template to a Grant or Prospect
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Link an Activity Template to a Grant or Prospect (1:36)
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Related Resources
- Create a Grant
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Create a Grant (1:37)
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Related Resources
- Navigate the Grants List Page
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Navigate the Grants List Page (2:58)
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Related Resources
- Add an Activity to a Grant
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Add an Activity to a Grant (2:30)
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Related Resources
- Add Funding to a Grant
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Add Funding to a Grant (1:31)
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Related Resources
- Create a Prospect
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Create a Prospect (1:31)
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Related Resources
- Navigate the Prospects List Page
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Navigate the Prospects List Page (2:40)
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Related Resources
- Add an Activity to a Prospect
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Add an Activity to a Prospect (2:26)
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Related Resources
- Add Funding to a Prospect
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Add Funding to a Prospect (1:29)
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Related Resources
Moves Management
In this course you will learn about moves management features that track and record your activities, grants, and prospects
This course introduces the Moves Management features that track and record your activities, grants, and prospects.
Learning Objectives:
- Create an activity
- Create a grant
- Create a prospect
- Add an activity to a grant and/or prospect
- Add funding to a grant and/or prospect