Alex Bon Ami
Articles
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Trigger and manage grant reports [VIDEO]
To learn more, see: Grant reporting.
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Configure a grant report form and notifications [VIDEO]
To learn more, see: Grant reporting
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Ultimate guide to form managers
Form managers in Good Grants allows you to assign specific grant managers to individual application or grant report forms. This gives you granular control over who can edit forms and manage applic...
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Integrate with HubSpot
The Good Grants HubSpot integration automatically syncs user and submission data between Good Grants and your HubSpot CRM. This keeps your HubSpot records updated with the latest applicant and sub...
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What is action flow?
In this video, you'll learn what action flow is and how it is commonly used. To learn more, see: Understanding action flow and Action flow configuration.
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Copy application integration
The copy application integration allows managers to create a duplicate of an application when the original application has been submitted or tagged. Managers can set the category, chapter, and form...
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Multi-account dashboards
Similar to the standard account dashboard, Good Grants supports a configurable dashboard for grant managers overseeing multiple accounts in the same data region—ideal for managers handling both reg...
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Ultimate guide to organisations
The organisations resource allows users to be grouped by the company or organisation that they're affiliated with. For grant managersEnable organisation viewsTo toggle on organisation views, go to ...