Once you've installed your Trust & Foundations features, you can customise the way you track funding applications.

Your CRM will come pre-configured with some grant statuses, but you may want to edit these. You can drag and drop the options to rearrange how they appear in the pipeline, or add a new stage.

In order for us to calculate how much money you've raised for a certain campaign, we'll need to know which stage you consider an application to be 'successful'. Applications with this status will be included in your confirmed income.

We'll also need to know which stage you consider to be 'unsuccessful', and will remove this application from your projected income.

You can select any of your stages from the dropdown here.