Funding Request Outlines

Before you add a funding request to a funding plan, you can create a funding request outline A funding request outline includes basic steps such as meetings or phone calls that fundraisers or solicitors perform as part of the grant proposal process. You can add multiple, related steps to a funding request at one time.. These outlines include basic steps such as meetings or phone calls that fundraisers or solicitors perform as part of the grant proposal process. With an outline, you can add multiple, related steps to a funding request at one time. After you add outline steps to a funding request, you can edit these steps, add new steps, or manually create steps as requirements change. For each outline, you can view the name, the number of stages included in the outline, and the number of steps.