View RFPs assigned to your teammates:
Access the RFP dashboard on HopSkip.
Use the filter option located in the top right corner of the dashboard to view any leads assigned to you to filter out RFPs assigned specifically to you or other teammates
Select "assigned to me" to view your assigned leads
You can also identify team members assigned to specific RFPs in the "assigned" column.
Assigning an RFP to a teammate
To assign an RFP to a team member, click the actions button for the specific RFP.
Click "assign" and choose the team member from the dropdown menu.
Click on "assign RFP" to assign the RFP to the selected team member.
Your teammate will also receive an email notification informing them that you have just assigned them this lead on HopSkip.
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Still need assistance?
Schedule a 1:1 walkthrough with a member of the HopSkip Team.