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Assigning an RFP to a teammate
Assigning an RFP to a teammate

Learn how to delegate RFPs to the appropriate team members or invite new ones by assigning leads directly in HopSkip.

Luke Whalin avatar
Written by Luke Whalin
Updated over 9 months ago

๐Ÿ’กCall out: To view the information to identify which sales manager should be assigned the lead, navigate to the top tab on the left-hand sidebar labeled (RFP Summary).

Assigning an RFP

Open the RFP, and on every tab, an โ€œAssignโ€ button is located at the top right corner of your screen.

You will see a dropdown menu to assign the lead to a team member, or if they havenโ€™t yet been associated with your property, you can invite and assign them by typing in their email address and clicking โ€œAssign."

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