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How do I get the list of RFPs that I am the NSO on?

  • 1.  How do I get the list of RFPs that I am the NSO on?

    Posted 01-04-2018 16:49
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  • 2.  RE: How do I get the list of RFPs that I am the NSO on?

    Posted 01-09-2018 10:09
    Hi Aaron, 
    You can use the "My RFPs" custom view, within the Manage RFPs tab to see all leads a planner has copied you on. Here is a link to an article from our Support Community that gives more information on custom views: 
    https://app.cvent.com/Subscribers/Account/default.aspx?page=BE132BFF-ADD3-41F2-BCC9-4DBCE592E47E&targetPath=apex/apex/CommunityArticle?id=000001306&Lang=en_US&searchTerm=lead%20im%20copied%20on

    Hope this helps!