How to Pursue your RFP

Simpleviewcrm

  1. 1. Go to pensacola.extranet.simpleviewcrm.com

  2. 2. Click on OPPORTUNITIES

    Click on OPPORTUNITIES

  3. 3. Click on RFPs

    Click on RFPs

  4. 4. Select the Lead Status type you wish to view. Click on the RFP you wish to pursue.

    Select the Lead Status type you wish to view. Click on the RFP you wish to pursue.

  5. 5. Click the pencil to edit and add additional information to your existing response. You will see a + sign if this is your first time responding.

    Click the pencil to edit and add additional information to your existing response. You will see a + sign if this is your first time responding.

  6. 6. Comments"Please submit any disclaimer, comps, and/or booking links. Type N/A if this does not apply.

    Comments"Please submit any disclaimer, comps, and/or booking links. Type N/A if this does not apply.

  7. 7. Add your room rates here.

    Add your room rates here.

  8. 8. Update the number of available rooms here.

    Update the number of available rooms here.

  9. 9. Click on ATTACH FILE- This is where we should attach your property profile sheet and photos you would like to share.

    Click on ATTACH FILE- This is where we should attach your property profile sheet and photos you would like to share.

  10. 10. Click SAVE at the top right corner.

    Click SAVE at the top right corner.