RFPs, Proposals, and QuickView

Learning Archives ServiceChannel 2022-09-02
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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:

About this Course

Course Code: SA0306

Product:

Service Automation Corporate (Essentials Package)

Offering Type:

Pre-recorded Webinar

Portrait of cheerful young manager handshake with new employee.

Duration:

approx. 44 min

Skill Level:

Intermediate

Target Audience:

Facility Managers, Regional Managers & District Managers

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