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
How send a RFI
You must have to create the contact,with the mail adress
Step 4
Description
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