Supplier Network Training for Planners

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Register for the webinars below to learn how to create RFPs, find the perfect venue for your event, run reports, and keep your customers in the loop. Each webinar is led by a product expert and you will be able to ask questions throughout. If you prefer to learn on your own, click the On-Demand icons to go through a course whenever you want. 

Creating, Searching, & Sending RFPs (30-45 minutes)
Prerequisites: none 

In this entry-level course, learn how to create an online request for proposal (RFP), search for qualified venues, and send them your RFP. Be sure to create a test RFP (or two) then send a real one before beginning the second course.


 
live trainingon demand module
 
If this training is not enough, you can reference these articles as well:
     
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    Responses, Reporting, & Awarding RFPs (30 minutes)
    Prerequisites: Creating, Searching, & Sending RFPs

    Learn how to manage your RFPs by reviewing suppliers' responses, running reports, declining bids, and awarding a winner. You'll get the most out of this course if you've already sent an RFP and started receiving bids.

     
    live trainingon demand module
     
    To learn more about any of the topics covered in this course, check out these articles:
     
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    Client Portal Training (1 hour)
    Prerequisites: Creating, Searching, & Sending RFPs

    Learn how to create a client portal, publish a RFP, and customize what information your customers can view in the portal. You'll get the most out of this course if you've already sent an RFP and started receiving bids. 

     
    live training
     
    For more information on client portals, refer to these articles:
     
    RFP Tips 'N' Tricks
    Once you have mastered the basics, you may also be interested in:
     

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