CalOSBA SCALE Resources
Data Reporting
- How do I import my data?
- How do I delete an import?
- Email Addresses are not a required part of our reporting
- Unable to identify a reader for this file
- The file must have 5 sheets
- How to Create and Submit a TAP Invoice?
Invoicing
- How do I submit an invoice?
- How do I save an invoice and come back to it?
- How do I know if my invoice has been approved?
- What if my invoice is returned to me for revision?
- What if I need to submit for multiple reporting periods?
- What are the reporting period dates?
- Where can I find the narrative templates?
- How can my team collaborate on creating an invoice?
- Submitting an Invoice for your Grant
- How to Edit a Returned for Revision TAP Invoice?
Forms
- How can I access our link to the lead generation form?
- How can I change or add the default email address on the form?
- What is the Lead Generation Form?
- Where is my lead form hosted?
- Who will be notified once someone has submitted the form?
- When should I use the intake form versus the lead form?
- Reviewing Survey as Moderator
- How to Edit a V2 Survey on Startup Space?
- How to customize your lead form?
- How to review lead form submissions?
Startup Space Quick Guide
- How to create an event on Startup Space?
- How to Switch Hubs?
- How to Switch Views in Hubs?
- How to Update Your Profile?
- Managing CRM and Mapping Surveys in Startup Space
- Filling Out a Form on Behalf of a User Using Incognito Mode
- Steps to Download a Full CRM Export in Startup Space
- Downloading A Survey Response
- Attaching a Form to an Event
- How to Edit an Event in Startup Space Hub