Creating a Standalone RFP

In this video, you will learn what a request for proposal (RFP) is and how to create a standalone RFP.

Learn more in ServiceChannel University: Creating an RFP

Viewing the RFP List

You are going to learn how to search for RFPs, send them to other providers, link RFPs to work orders, and delete them.

Learn more about the RFP list in ServiceChannel University: Searching and Viewing the RFP List

Managing RFP Responses

This video will teach you how to view proposals from the RFP list and approve the “winning” proposal.
Learn more about RFPs in ServiceChannel University: Managing RFP Responses.

Multi-Level Proposals Overview

In this video, you will learn about the MLP hierarchy and steps to configure multi-level proposals.
Learn more about MLP in ServiceChannel University: Configuring Multi-Level Proposals.

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About the Projects Module
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Assigning Proposals from the List View
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Creating a RFP Task
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Creating a Single Project
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Creating Proposals from the List View
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Decision Engine for Proposals
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Dispatching Project Tasks
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Modifying Proposals from the List View

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