How To Add a Lead Recipient

For clients with Lead Recipient Licenses

The Lead Recipients list allows funding organizations to add their award recipients. Once added, funding organizations can select recipients for awards from Fund Management>Awards and invite recipients to AmpliFund to manage their awards. Recipients added in the Administration module will also be listed under Contacts>Lead Recipients.

 Note: The recipient will not receive an invitation email to AmpliFund until their award is activated.

1. Open Administration>License Information.
2. Open the Lead Recipients tab.
3. Click the  (Create icon) in the Icon Bar.
4. Add the account Name.
5. Add the DBA Name (optional). This is an alternative name the organization does business under.
6. Select the Organization Type.
7. Add the Primary Address, Primary Email Address, and Primary Phone Number for the account (optional).
8. Add the DUNS Number (optional). This is the Data Universal Numbering system number.
9. Add the organization Website (optional).
10. Add the organization Submission Website, Submission Website Username, and Submission Website Password (optional). This is the website for online grant application submissions.
11. Select the Funding Cycle.
12. Add a Funding Cycle Description (optional).
13. Add an organization Description (optional).
14. Add a Unique Identifier (optional).
15. Select Status as Enabled.
16. Click Create.