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Assigning and managing assigned RFPs
Assigning and managing assigned RFPs

Manage and assign RFPs to your teammates on HopSkip

Sean Whalin avatar
Written by Sean Whalin
Updated over 4 months ago

View RFPs assigned to your teammates:

  1. Access the RFP dashboard on HopSkip.

  2. 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

  3. Select "assigned to me" to view your assigned leads

  4. You can also identify team members assigned to specific RFPs in the "assigned" column.

Assigning an RFP to a teammate

  1. To assign an RFP to a team member, click the actions button for the specific RFP.

  2. Click "assign" and choose the team member from the dropdown menu.

  3. Click on "assign RFP" to assign the RFP to the selected team member.

  4. Your teammate will also receive an email notification informing them that you have just assigned them this lead on HopSkip.

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