View video on the basics of how this works.Once the public /rfp page is available on your website, you may immediately start accepting Requests for Proposal from anyone that completes the online form.An email may also be sent to any staff person that subscribes to the email notification for either Request for Proposal submitted or All Web Leads pending approval.
2. Click Web Leads in the Task List.
3. Click the RFP Subject/Message.
4. Click View/Edit
5. The RFP form will display. Double-check the form for completeness, typos, for an understandable Title, and any necessary changes to category assignments.
6. Click Update at the bottom of the form.
7. Clicking Approve immediately turns on the display of RFPs and RFP menus in the Member Information Center (if not already displayed). Staff may also control whether the RFP menus show by selecting Setup->Member Login Area Options and Settings and choosing Enable/Disable on the Request for Proposal Module on the Settings tab. Note that the RFPs must be Enabled in order for members (even members that receive the email notification) to view the RFP.Note: The login link specified in the email above includes ?dest=rfp which is a special destination string that will immediately bring the member to the RFP page in the Member Inforamtion Center after their successful login, saving time and providing efficiency by displaying the RFPs immediately upon login. This is a feature that will only work when using Member Information Center v4. The destination string will still displayin the email for those using Member Information Center v3, but the member will still need to access the RFP menu once logged in.
When your staff approves an RFP the display of RFPs and RFP menus in the Member Information Center is immediately turned on (if not already displayed). Staff may also control whether the RFP menus show by selecting Setup->Member Login Area Options and Settings and choosing Enable/Disable on the Request for Proposal Module on the Settings tab. However, if the RFP module is Disabled, then members (even those who were emailed about the RFP) will not be able to view the RFP.