About the Grant Due Diligence Steps Form

This service stores the set of available Due Diligence Steps that can be linked to a Grants record.

Attachments Tab

This tab stores any files relevant to this record.

General Tab

Name (Required)

The name of the step.

Rank (Required)

Specifies the step's location in the standard due diligence review process. An organization can use this field to organize and order steps.

Status (Required)

The step's status: Active or Inactive.

Description

A description of the step.

Related Topics

Using Fundraising Management

Managing Fundraising Campaigns

Managing Donor Advised Funds

Managing International Support Funds

Managing Grants