RFPs, Proposals, and QuickView

In this class you will learn how to create RFPs (requests for proposal), take action on Proposals, and save proposal reports on QuickView.

By the end of this session participants will learn how to:

  • create RFP and send to approved vendors

  • search for and view proposals, including received proposals from RFPs

  • take action on proposals (approve, reject, or place on hold), including key decisions within Proposal Action screen

  • create QuickView report for Proposals

Learn more in ServiceChannel University: RFPs and Proposals QuickView

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About this Course

Course Code: SA0306

Product: Service Automation Corporate (Essentials Package)

Offering Type: Pre-recorded Webinar

Duration: approx. 44 min

Skill Level: Intermediate

Target Audience: Facility Managers, Regional Managers & District Managers