Not all opportunities you save will be perfect, and that's part and parcel of the prospecting process.
Luckily, Instrumentl's full-cycle platform allows you to reprioritize and reorganize opportunities to improve grant management. By removing ill-suited opportunities now, your team will have a simpler today and an even easier tomorrow.
If you've decided that a grant is not a good fit and would not consider applying in the future, you can remove the grant from your project's tracker.
This ensures you don't continue receiving email reminders about that opportunity.
Clearing out bad fit or duplicate opportunities keeps your tracker tidy and allows you to focus solely on those most relevant to your project.
Remove a grant
From your project's tracker, find the grant you want to delete and click to open it.
At the bottom right of the window, click More Options.
Select Remove from Tracker.
In the pop-up window, click the red "Remove Grant" button to confirm:
Now the opportunity will no longer appear on your project's tracker.
Access grants you've removed
Removing the grant will unsave the opportunity from your project's Tracker and move the grant to the "Hidden from this Project" list in your matches. If needed, you can always find the grant again by navigating to your Project's Matches tab > Hidden from this Project.
Learn more about hiding opportunities below:
Review your hidden grants list: Assess, categorize, and update grants hidden across projects, whether by you or your teammates.
Hide opportunities while prospecting: Before saving a grant to your tracker, you can hide opportunities from projects directly within your Matches tab.
To get a better sense of how you'd prefer to optimize your future workflow, compare the differences between removing/hiding a grant from your tracker vs. updating a saved grant to the "Abandoned" status.
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If you have any questions about removing grants, message our friendly Customer Support team via the chat bubble when logged in, or email us at hello@instrumentl.com.