Instrumentl

Learn how to keep your grant pipeline orderly with Statuses

Stay organized with Statuses

Update your Tracker to reflect the outcome of your grant submissions

How to record a funder response

Learn how to keep your pipeline organized by tracking various submission deadlines

Stay organized with date fields

Add Funder Notes and Funder Contacts to document and track funder cultivation insights

Funder History: Cultivate funder relationships

Learn how to create Tasks, delegate responsibility, and track deliverables for each grant opportunity.

Tasks: Assign action items for saved grants

Learn how to duplicate a record in order save a grant to multiple years or projects

How can I save a funding opportunity to multiple years or projects?

Learn how to record recurring grants across fiscal years and prepare your saved opportunities for future cycles in your Tracker

How to plan for the upcoming year

Abandoned vs. hidden - what's the difference?

When should I change a saved grant's status to "Abandoned"?

How to hide a grant from your project's Tracker

Removing an opportunity

Learn tips and best practices to efficiently track and manage grant opportunities in Instrumentl.

Tracking Best Practices

Priya Devineni

Rebecca Huber

Kyle Ward

Learn how to arrange information in your Tracker to ensure your progress is documented

Organizing Your Pipeline

Instrumentl Home

Browse Grants

About Instrumentl

System Status

Find answers and get help from Intercom Support and Community Experts

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