Skip to main content

Assigning Team Members to Respond to RFPs

Streamline collaboration by assigning team members to RFPs via the dashboard or within the request itself

Sean Whalin avatar
Written by Sean Whalin
Updated over 5 months ago

Hotels can assign team members to an RFP on HopSkip using two methods:

  1. Via the RFP Dashboard: Click the clipboard icon on the RFP, select a team member from the dropdown, and click "Assign." The assignee will receive an email notification.

  2. Within an RFP Request: Assign team members directly within the RFP request using the same process

How to Assign a Teammate from the RFP Dashboard:

  1. Locate the RFP you want to assign in the dashboard.

  2. Click the clipboard icon in the top right corner of the RFP.

  3. Select a team member from the dropdown list.

  4. Click "Assign"—the assignee will receive an email notification.

How to Assign a Teammate from Within the RFP:

  1. Open the RFP request from the dashboard.

  2. Click the Assign button in the team assignment section.

  3. Select a team member from the dropdown list.

  4. Click "Assign"—the assignee will receive an email notification.


Conclusion

Assigning team members to RFPs on HopSkip ensures faster collaboration and response times.

Whether using the dashboard or assigning directly within an RFP, team members receive instant notifications so they can take action.

Our support team is happy to assist if you need help managing assignments or permissions!

Did this answer your question?