Overview

 

 

Table of content


Step-By-Step

 

Create New RFI


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

 

 

 



Scroll down to find the "Core RFIs" and click on the button "New RFI

 

 


 

 

❑ Information

Account is automatically fill in this square ” A R WILFLEY AND SONS
1- Fill the Due Date
2- Click on Save

 

 


Step 4 Description

 

 

 

 


Step 5 Description

 

 

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Step 6 Description

 

 


Step 8 Description