How do I create a Demand or a RFI or a RFP based on a Initiative?

Go to "Pipeline Management":

Click "Pipeline"

Here you can manage all your initiatives:

Find the Initiative you are looking for and click one of the 3 options:

1) Create Demand

To create a demand based on a pipeline initiative, click "Create Demand":

Confirm your intention:

The demand is created:

To verify that, you can go to the demand page, where you will see that a new demand was created:

If you want to learn more about managing Demands, go here

2) Create RFI

To create a RFI based on a pipeline initiative, click "Create RFI":

Confirm your intention:

The RFI is created:

To verify that, you can go to the RFI page, where you will see that a new RFI was created:

If you want to learn more about managing RFIs, go here

3) Create RFP

To create a RFP based on a pipeline initiative, click "Create RFP":

Confirm your intention:

The RFP is created:

To verify that, you can go to the RFP page, where you will see that a new RFP was created:

If you want to learn more about managing RFPs, go here

To learn more about the Pipeline Management, choose from the articles below:

1. How can I view a initiative content?
   
2. How do you add a new initiative?
   
3. How to edit a initiative?
   
4. How to close a initiative?
   
5. How do I reject a initiative?
   
6. How can I delete a initiative?

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• How to edit a initiative?

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  To view an pipeline initiative, go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To view the content of a initiative, click "View": A pop-up will open showing you the initiative details: Click cancel to go back ...

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