💡Call 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 “Assign” 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 haven’t yet been associated with your property, you can invite and assign them by typing in their email address and clicking “Assign."
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