Clients

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

Adding new Clients

To add a client:

• Go to the 'Clients' menu

• Click 'Add client'

• Input the title and other details, such as the funder, due date, request amount, and status of the proposal

• Click Save

Link a Grant Proposal to a Client

Grant Frog makes it easy to track grant proposals for your Client and stay updated on it at all times. You can link it from the Grant Proposal record itself or from the Client record.

From the Grant Proposal record

1. Open your Grant Proposal record

2. Click Edit

3. In the Client field, choose an existing Client or click New to create a new one

From the Client record

1. Open the Client record

2. Go the Grant Proposals section

3. Click Add grant proposal to add a brand new proposal OR choose an existing proposal by clicking the dropdown, then select it.

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