Overview
Table of content
Step-By-Step
Create New RFI
STEP 1
Account Owner you can Create” new RFI”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
STEP 2
Scroll down to find the "Core RFIs" and click on the button "New RFI“
STEP 3
❑ Information
Account is automatically fill in this square ” A R WILFLEY AND SONS
1- Fill the Due Date
2- Click on Save
How send a RFI
You must have to create the contact,with the mail adress
Related articles
Need help?
The best way to get IT support is to use the new
Service One Platform.