Proposals and RFPs Watch & Learn
- Anastasia Medovkina
- Chellie Esters
- Caroline Antoun
Owned by Anastasia Medovkina
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.
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