What are RFP Internal Messages and how do I use it?

What are RFP Internal Messages and how do I use it?

The RFP internal comments feature enables you and your team to send messages and comments to each other while writing an RFP, so you can:

  1. Leave messages on questions

  2. Send messages to team members by @ mentioning them

    • Receive an email when you’re @ mentioned

  3. Track conversation history

Sending Messages

  1. Navigate to an RFP in the writing stage

  2. Select a question

  3. Navigate to the Details pane

  4. Click the Messages tab

  5. Write a message in the text box

  6. Click Submit

RFP Internal Messages - Product Experience - Confluence 2021-09-28 09-20-49.png

Sending messages to team members

  1. Navigate to an RFP in the writing stage

  2. Select a question

  3. Navigate to the Details pane

  4. Click the Messages tab

  5. In the messages text box, enter “@” followed by the user whom you’d like to send the message to and click the user’s name

    • A user needs to have access to the RFP to access the message

    • Mentioned users will receive an email notification

  6. Click Submit

RFP2 Internal Messages - Product Experience - Confluence 2021-09-28 09-54-24.png

View message history

  1. Navigate to an RFP in the writing stage

  2. Select a question

  3. Navigate to the Details pane

  4. Click the Messages tab

    • The following historical information is displayed:

      • Message history

      • Question edits

RFP3 Internal Messages - Product Experience - Confluence 2021-09-28 09-54-59.png



 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request