Hi there,
If you're new here, welcome! We use this email to keep our community in the loop on everything we’re building to support you.
This week, we diving deep on funding sources, which keep all your funding insights and information in the same place. Here’s what this week’s walkthrough covers:
Make funding sources active or inactive to close and hide them when completed
View and change pledged amounts and payment schedules
Rename and edit funding source names and descriptions
View and check off funding source alerts
Try different views to see your data in a new way
There are some basic tips to help you manage and report confidently! If you want to see some more advanced tools, check out these videos:
Adding a funding source via AI (6 min)
Create and manage budgets (3 min)
-Amrit