Before entering the grant, make sure that the organization the grant is from is entered as an Account in your database, with a primary contact assigned to the Account. (If you do not have a contact at the organization, you can use one of your office staff).
From the Home Page, click on the “More”Tab and choose Opportunities.
Click “New” near the top of the page.
Choose Grant on the pop-up window, and click Next.
Fill out the form that opens, required fields will be marked with a red asterisk. The stage you set will determine if the grant is booked to your financials.
Set a transaction type, identifying the type of funding. This is not marked as a required field, but is required to generate a financial transaction.
Complete the fields you would like to track on the rest of the form, and click Save.
If you have chosen one of the stages that generates a financial transaction, you can see the TLIs created by opening the Opportunity record and looking at the Related Lists.