Implementation & Training Videos

Introduction - Videos

• Key Components
• Apply Introduction

Build - Videos

• Program Creation
• Workflow Creation
• Adding/Editing Stages
• Form Builder
• Reusable Applicant Tasks
• Automations

See all 9 articles

Monitor - Videos

• Monitor-Dashboard, Application Overview and Reviews

Financial Management

• Configuring Program Budgets and Funds
• Awarding Applicants

Organization Profiles - Videos

• GuideStar Integration
• Organization Profiles

Data Export - Videos

• Data Exports - Training Video

Settings - Videos

• Settings

Salesforce Integration (v4) - Videos

• Authenticating a Connection
• Navigation
• Creating an Automation and Action
• Relationships
• Testing your Integration
• Integration Errors

Implementation Resources

• New Site Checklist
• How To Get The Most Out Of Implementation
• Apply Masterclass Webinars
• Previously Recorded Webinars
• Implementation Process
• What to Expect in the Discovery Phase