1. From the top-right menu, head to the App Store
2. Find the 'Trusts & Foundations' add on and click Install.
3. Trusts & Foundations is now installed.
Next read about your Trusts & Foundations Settings to get your pipeline up and running.
Installing Trusts & Foundations
Add the Trusts & Foundations add-on to your CRM
Written by Penelope Hill
Updated over 7 months ago