When a Grant Proposal or Letter of Intent (LOI) is submitted, its important to update both the Deliverable and the Opportunity to reflect this milestone. Keeping these records accurate helps track progress and keeps everyone aligned throughout the process.
This article describes how to mark a grant as submitted.
From the Grant Deliverables by Status List View.
1. Move the Deliverable to Completed.
2. Click on the Deliverable.
3. Click on the Opportunity.
4. Depending on the type of deliverable, set the Stage to either LOI Submitted or Proposal Submitted.
5. Click Mark as Current Stage.
The Deliverable and Opportunity now show that the Grant Proposal or LOI has been submitted.