- It appears that numerous Associates are benefiting from the COPY booking feature. When utilizing this feature, please ensure that all required fields in each section of the RFP Details are thoroughly checked. There are a total of 7 sections that require review. Creating Request for Proposals (RFPs)
- Create custom display views in the RFPs main landing page and within the RFPs Venues page. All RFPs landing page use RFP Display Views - Create a View and Venues' Display Views in the RFP.
- Update your Client Names/Organizations from the Organizations tab/section. This will help when creating RFPs to be able to select them from the drop-down list. Organization (Client) Profiles
- Review all their Custom Questions to be sure they are relevant. In the RFP and in the Associate Custom Questions library. Associate's Custom Question Library
- Set their default NSOs and remove any Private NSOs that are outdated. Set Default National Sales Office Contacts