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All Activities

25 results returned
  • User Management (Classic)

    Anyone who responds to a prospect, customer, or client in your organization can benefit from RFPIO. Learn how to add new users, manage all users, and take advantage of the out-of-the-box roles.

    • Path
    • Duration 9m
    • Rating 4.0
    • Beginner
  • Foundations of Content Management (Classic)

    Enroll in this learning path and be guided step by step through the foundations of content management in RFPIO. You will learn how to start building, organizing, and maintaining your content for success.

    • Path
    • Duration 1.3h
    • Rating 4.8
    • Beginner
  • Introduction to Auto Respond (Classic)

    The more you use Auto Respond, the less you have to complete manually. Learn the steps to setting it up properly, how to run it, best practices for the most effective results, and tips on filtering and review.

    • Path
    • Duration 7m
    • Beginner
  • Foundations of Project Management

    This learning path is our latest guide through the main features related to Project Management. Start here to learn about the entire project lifecycle.

    • Path
    • Duration 1.4h
    • Rating 5.0
    • Beginner
  • Responsive Foundations

    Each path is purpose-built to help get you and your team up and running in RFPIO quickly and easily. Learn core concepts of the platform step by step.

    • Duration 2.1h
    • Rating 4.7
    • Beginner
  • The New App Framework

    The New App Framework has arrived, featuring enhancements to global navigation components like the app switcher, simplified menus, and page footer. These changes result in a cleaner, more streamlined UI, allowing for more content space and consistent navigation.

    • Duration 5m
    • Beginner
  • Introduction to Section Templates (Classic)

    Section Templates can be vital for an efficient response process.  In this course learn about what section templates are, how to create, leverage, and manage them across the platform.

    • Path
    • Duration 13m
    • Rating 4.7
    • Beginner
  • Overview of Project Details (Classic)

    In this course, you'll get an in-depth look at project details and learn how to track important information related to your projects.

    • Path
    • Duration 5m
    • Beginner
  • Assigning Author and Reviewer

    In this short video course, learn how to assign authors and reviewers within an RFPIO project.

    • Path
    • Duration 4m
    • Beginner
  • Project Custom Fields (Classic)

    In this course you'll learn all about project custom fields, how they can be created, the different types, and how they can be used to improve your response process.

    • Path
    • Duration 11m
    • Intermediate
  • Enabling and Managing Intake (Classic)

    Use the intake feature to enable sales and support teams to submit project requests to the RFP team for go/no-go decisions. In this video, learn how to enable, create, customize, and manage intakes.

    • Path
    • Duration 8m
    • Rating 5.0
    • Intermediate
  • Introduction to Response Templates (Classic)

    Welcome to RFPIO's course on Response Templates. Here you will get an overview of Response Templates, how they are used, and how to create a basic template for your organization.

    • Path
    • Duration 14m
    • Intermediate