Recently Updated Pages
Importing Businesses (Entities)
Open the import screen From Entities, choose Import. Select the import type, CSV or Excel, choose...
Importing Users
"Users" include entrepreneurs and staff members. Open the Import Users screen From Users, choos...
Default Dashboard
New Grant
While on your main page (dashboard), navigate to the top of the screen and click "Grants".Click "...
Managing Your Profile
From any page, in the top right there should be your name with an arrow pointing down next to it....
Import Meetings
While on your main page (dashboard), scroll down to the meetings section and hit import.Choose if...
Managing Referral Statuses and Milestones
From any page, in the top right there should be your name with an arrow pointing down next to it....
Managing Settings
From any page, in the top right there should be your name with an arrow pointing down next to it....
New Program Enrollments
Whilst on your main page (dashboard), navigate to the top of the screen and click "Interactions"....
New Program
Whilst on your main page (dashboard), navigate to the top of the screen and click "Interactions"....
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