Skip to main content

Search

What can we help you with?

Defaulted RFP Custom Questions managed by Admins. for New RFPs

  • Updated

HB Connect has defaulted Admin. Custom Questions that will pre-populate in a new RFP when you click Create New RFP button.

Manage RFPs - Create New RFP.png

You can manage them in Step 6 of the RFP Creation Wizard.

Admin. Default Custom Questions on New RFP.png

RFP Admin deafult custom questions.png

NOTES:

  • Question 1 - do not delete.  There are alternate HelmsBriscoe placement fee questions found in the sample question library folder labeled: Commission Questions.
  • Questions 2 - 4  - are required and used to map to InForm when using the Send to HB InForm button in HB Connect.
  • Add more custom questions once you complete the RFP creation.
  • You can find previous defaulted custom questions and other sample questions in the Questions Library. See this HB Help article.