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Implementation & Training Videos
Implementation & Training Videos
Introduction - Videos
Key Components
Apply Introduction
Build - Videos
Program Creation
Workflow Creation
Adding/Editing Stages
Form Builder
Reusable Applicant Tasks
Automations
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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