Instructions for creating a new event/new RFP in ME Sourcing. This article covers the following steps:
Basic Event Information
Step 1: Planners for the Event
Step 2: Preferred Event Dates
Step 3: Event Details
Step 4: Preferred Locations
Step 5: Event History
Step 6: Review and Save
To begin, select New Event from the home page.
Complete the Basic Event Information section - when the 4 required fields are completed, you will see the options to continue - select Sourcing Event.
The Client is the meeting requestor or decision maker for the event. Begin typing the client's name or company/department to search by name and select the contact.
Refer to Add New Client Organization or Add New Client Contact instructions if your client is not found.
Complete the Sourcing Event Wizard steps. You must complete all 6 steps in order to save your event.
Step 1: Planners for the Event
Add any planner contacts working on this event. By default, you will be in the Primary Planner role.
Use the Email Notify feature to send an email notification of the new assignment.
What these Roles mean
Primary Planner: The primary contact for the Event.
Assistant, Shared With, Backup: People who have access to working on and editing the event. They will see the event on their Sourcing home page.
Emails Come From: This person is listed as the primary contact on the RFP for hotels and RFP emails will come from this person. If not selected, the Primary Planner is used by default.
Proposals Come From: The proposal emails to the client will come from this person. If not selected, the Primary Planner is used by default.
Select Next to continue.
Click on the Preferred Dates section to view the calendar. Select the Start Date and End Date for your event.
For additional date ranges, select only the Start Date and the End Date will auto-populate.
Select Next when complete.
The Contract Signed Out of Location is shown to suppliers on the RFP specifications.
The other fields are optional for your company's internal use.
Select Next when complete.
Add the preferred location(s) for your event. Locations will be shown to suppliers on the RFP specifications and used in the RFP supplier search to find venues. This step is optional.
Begin typing the city name to generate the search, then select the location.
Select Next when complete.
The event history is shown to suppliers on the RFP specifications. This step is optional.
Select Add to History - then add the information. For Location, begin typing the city name to generate the search.
Your event information is not saved until you select Save Event in this step.
Review the event information and Save Event.
Any new event notification emails will be sent to planners when the event saves.
Proceed to Create RFP: RFP Information Page for next step.
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