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Just curious here as we have a Grants team and the Close Date field doesn't fit into their process, but since its a required field we have to put a date in there. So just want to see how others have used it. 

 

#Nonprofit Success Pack  #Grants Management

1 resposta
  1. 14 de set. de 2024, 09:40

    Hi @Esteban Lopez,

     

    Fundraising professionals using Salesforce typically utilize the Close Date on Grant Opportunities as a deadline for submitting grant proposals.

     

    This date serves as a reminder for when the application needs to be completed and submitted to the funding organization. Some professionals may also use the Close Date as a milestone for tracking the progress of their grant application process. 

     

    While the Close Date may not always align perfectly with the internal processes of every organization, it is important to input a date to ensure that the grant application is submitted on time.

     

    Kindly mark this as best answer if this is helpful,

    Thanks!!!

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