Cover Image for Instrumentl 101! Track Grants like a Pro and Get Better Matches, Faster

Instrumentl 101! Track Grants like a Pro and Get Better Matches, Faster

 
 
Zoom
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About Event

This 2-part series covers all the best tips and tricks to making the most of your Instrumentl account!

Please register using the same email you use to sign into Instrumentl.

Part 1: Track Grants like a Pro

This 45-minute session will teach you how to:

  • Stay on top of all your grant deadlines so you never miss an application

  • Move opportunities through your pipeline more quickly

  • Consolidate your historical grant data into one central tracker (no more spreadsheets!)

  • Collaborate more effectively with teammates using Notes, Tasks, Reports, and Documents

Part 2: Get Better Matches, Faster

This 45-minute session will teach you how to:

  • Select the best Field of Work keywords to get the most relevant matches

  • Analyze 990 insights to find secret funder preferences

  • Apply advanced sorting and filtering options to narrow down on your best fit funders

*Note that these events will be recorded and may be republished. Recordings will be sent to all who register.

Looking forward to having you!