Clients

Manage your Clients and their grant proposals, grant reports, funders, and tasks. Keep track of all the important details.

📽️ How to Manage Clients

Adding new Clients

To add a client:

You can add a Client from the Client list page by clicking Add Client in the top right

Connect Grants to Clients

You can connect grants to clients in multiple ways:

• Add a grant from any screen and choose the Client.

• Add a Grant from the Client's record page