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Welcome Video
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Course Introduction
- Activities
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Lesson 1 - Activities Overview
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Lesson 2 - Watch It: Editing the Status of Multiple Activities
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Lesson 3 - Creating an Activity
- Grants
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Lesson 1 - Grants Overview
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Lesson 2 - Watch It: Editing Assignee of Multiple Grants
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Lesson 3 - Creating a Grant
- Prospects
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Lesson 1 - Prospects Overview
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Lesson 2 - Watch It: Editing the Custom Status of Multiple Prospects
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Lesson 3 - Creating a Prospect
- Creating a Prospect and Adding an Activity
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Lesson 1 - Linking Activities to Grants and Prospects
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Lesson 2 - Watch It: Creating a Prospect and Adding an Activity
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Lesson 3 - Practice It: Creating a Prospect and Adding an Activity
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Lesson 4 - Create It: Creating a Prospect and Adding an Activity
- Conclusion
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Review
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Resources
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Good Bye!
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:
- Track and record interactions with constituents
- Track and record the process of researching, applying to, soliciting, and receiving grants
- Track and record your major donor cultivation process