How Do I Create RFP Projects?

See Also

Do the following to create a project for RFP work:

  1. Open a contact record or create a new one.
  2. Click the Projects tab and select New from the Action drop-down list on the tab's button panel.
  3. Select RFP and click Continue.
  4. Specify the client, enter a project name and edit the system-generated project number if needed.
  5. Click Continue.
  6. Make a selection from the Project Type drop-down list. The classification types are set up in Preferences.
  7. Make sure the Status is Active.
  8. Choose RFP.
  9. Click Save on the Projects button panel.

You can set up additional information on the other project tabs (for example, General, Documents, Tasks, etc.).