Learn how to link an existing activity template to a grant or prospect in Neon CRM in this step-by-step guide. You will learn how to streamline your grant or prospect process by using and linking activity templates to existing grants or prospects.
Recommended Reading Before Your Start
Note: This article assumes you have already created both the activity template you wish to link and a grant or prospect to which you wish to link the activity template. If you have not yet created your activity template, see the Activity Templates guide linked above. If you have not yet created your grant or prospects, see the applicable guide in the Recommended Related Articles section at the end of this article.
Instructions
Link an Activity Template to an Existing Grant or Prospect
To link an activity template to an existing grant or prospect:
1. Select Moves Management in the navigation menu and then select either Grants or Prospects as applicable to your situation. (For purposes of this guide, Grants will be selected. The process is the same for Prospects.)
On the Grants or the Prospects page:
2. Select the Grant or Prospect to which you wish to link an activity template.
On the Grant or Prospect page, locate the Activities section (the image below has been zoomed in to the Activities section of the grant selected in the above image):
3. Select Create New and then select Add Activity Template on the drop-down menu.
On the Apply Activity Template that appears:
4. Select the applicable activity template you wish to link to this grant or prospect on the drop-down.
Once you have selected the applicable template, the Activity Template Info section appears wherein you have the option to begin the first activity in the template on the day you are linking the template to the grant or prospect or begin the first activity in the template on a later date.
5. Select the applicable information regarding when you wish the activity template to begin and then select Submit.
The activities from the activity template will now appear in the Activities Section of the Grants or Prospects page. Your activity template is now linked to your grant or prospect.