Cvent Beginners User Group

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  • 1.  Create New RFP

    User Group Member
    Posted 02-09-2024 10:51

    Hello everyone!!!

    I'm very happy to join the Community. It is my first day with CVENT!!! I'm very optimistic and excited. I have started my learning, but I have one an issue as I can not create a new RFP. I do not have this RFP wizard in my Cvent which I can see in the training lesson. Do you have any idea what is the reason? Please advice.



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    Katarzyna Paradny-Kurleto
    CoE Venue Sourcing Specialist
    GBT Travel Services UK Limited d/b/a American Express Global Business Travel.United States
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  • 2.  RE: Create New RFP

    Cvent Staff
    Posted 02-14-2024 10:26

    Hello Katarzyna, 

    Welcome to the Cvent Community!

    It sounds like your user role permissions need to be updated  and/or require an additional step like a Meeting Request Form. I suggest speaking to your admin to confirm that you have the right user role and process.

    Here's a few articles that may help you once you have the correct access and/or clarification on your internal process. 

    Choosing the Right RFP

    Creating an Advanced RFP

    Creating an RFP from a Meeting Request Form

    Regards,



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    Alaina Del Real
    Lead Client Success Advisor
    Cvent
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