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NSO/Sales Affiliate - How to view RFP/Proposal History
NSO/Sales Affiliate - How to view RFP/Proposal History

Explore how to access your RFP and proposal history, including current, won/lost, and canceled entries, via the dedicated history tab.

Luke Whalin avatar
Written by Luke Whalin
Updated over a week ago

How to View RFP/Proposal History as an NSO or Sales Affiliate

To view your RFP and proposal history, go to the left-hand sidebar and click on the paper icon. Here, you will start on the "RFP History" tab. You can click view to view the RFPs.

Then, in the next tab, you will find current proposals. Next are the won/loss proposals and then the canceled RFPs and proposals.

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