How to create New Tender?
Here are the step-by-step FAQs for creating a Tender:
Q1: How do I confirm if Tender Management is enabled in Sales Preferences?
A1: Before creating a Tender, ensure that Tender Management is activated. Navigate to Sales Preferences in the Settings menu, and confirm that Tender Management is turned ON.
Q2: Where can I locate the Tender Management option in the CRM Sales section?
A2: Go to the left menu and select CRM Sales. Look for the Tender Management icon and click on it to access the listing page for Tender Management.
Q3: How do I initiate the process of creating a new Tender?
A3: On the Tender Management listing page, locate the + symbol on the right-hand side and click on it to start the creation of a new Tender.
Q4: What steps are involved in filling out the Tender creation form?
A4: Once you click the + symbol, a form will open for creating a new Tender. Provide all necessary details such as project information, bid requirements, deadlines, and any other relevant information required for the procurement process.
Q5: What information is essential when creating a Tender?
A5: Ensure that you include all essential details while creating a Tender. This may include project specifications, submission requirements, key dates, and any other information crucial for potential bidders.
Q6: How do I save the Tender after adding necessary details?
A6: After completing the Tender creation form, save the information. The newly created Tender will then be stored in the listing page of Tender Management for easy access and management.