How do I find my proposals?

RFP responses are, of course, Proposals

Once you login, your Proposals are visible from your Home screen. You'll see all of the open Proposals to which you have access. You an access any Proposal by simply clicking on it, which is a hyperlink that will take you directly into the Proposal. 

You can also find a complete list of Proposals on the left-hand navigation option called View Proposals

At the top off the Home Page are the totals of Knowledge Base Records, number of Users (team members) and total Proposals due when. 



Do you want to setup colleagues or team members? You can assign them tasks. 

Feedback and Knowledge Base