Rev Up Response Time

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Spend a few moments learning these time-saving tricks and you'll cut response time drastically:
 
  • Save your fingers from fatigue. Why type if you don't have to? Set up default tax rates, meeting packages, estimated costs, and even a proposal introduction so they populate automatically. Reuse what others create by choosing from the past 10 responses for longer, additional information fields. 
  • Copy, don't create, meeting rooms. Add meeting rooms to your venue profile so the room's name, dimensions, and ceiling height pull in automatically when you're matching rooms to the planner's requests. Copy room assignments in just a few clicks or add one room to multiple requests all at once.  
  • Attach documents automatically. Is there a menu, floorplan, or brochure you attach to every proposal? Automate the process so the document is included whenever anyone responds to an RFP.
  • Organize your RFPs. Focus your team on the big business first by prioritizing RFPs with custom views and stars.

Not convinced? Run the Received RFPs report and add response lapse time fields to see how long it's taking your team to bid. Then implement these techniques and run it again.  
 

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