The CRM (10)

The CRM is your customer relationship manager. You will be able to store information about the organisations and people that you work with. Organisations and their staff will be able to register themselves and will appear in the CRM. There may also be times when you want to register an organisation to invite them to apply for a grant or to enter historic information. Note: A contact is a user within an organisation. These contacts/users may or may not be granted access to login to your Portal.

Add a new organisation

Modified on Tue, 12 Sep, 2023 at 4:21 PM
Add a new user to an organisation

Modified on Tue, 12 Sep, 2023 at 4:24 PM
Approve an applicant who has self registered for an existing organisation

Modified on Tue, 12 Sep, 2023 at 4:28 PM
Link a user to more than one organisation

Modified on Tue, 12 Sep, 2023 at 4:41 PM
What to do when a user leaves an organisation

Modified on Tue, 12 Sep, 2023 at 4:58 PM
Record notes about an organisation

Modified on Tue, 12 Sep, 2023 at 4:37 PM
Add events and tasks to an organisation or contact

Modified on Tue, 12 Sep, 2023 at 4:40 PM
Send email to a contact from within Grant Toolbox

Modified on Tue, 12 Sep, 2023 at 4:45 PM
Frequently asked questions - The CRM

Modified on Tue, 24 Oct, 2023 at 3:25 PM
How to check if a user has login access

Modified on Tue, 24 Oct, 2023 at 5:18 PM