CalOSBA SCALE Resources
Data Reporting
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 to Access the Link to Your 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
Lead Management Tool
- Lead Management Tool Overview + Flowchart
- Referring Leads to Another Personal Email Address or Individual
- Navigating the Home Leads Dashboard
- How are Leads Created?
- Leads through Lead Forms
- Actioning Leads
- Referrals
- Referral Creator Notification - What happens if a lead I referred is accepted/ declined?
- Notifications