RFPs, Proposals, and QuickView

For Intermediate Users — Facilities Managers, Operations, Regional and District Managers

December 19, 2022

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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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

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