Add RFP bookings to lead tracker and schedule reps

Your RFP invitees arrive without structured intake, scattering prospect details and requested dates. They are logged centrally and routed to the assigned rep for proposal scheduling same day.

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Overview

When RFP bookings arrive without structured intake, prospect details and requested dates get scattered and reps waste time chasing context. This flow captures every RFP into your central lead tracker and books the proposal meeting on the assigned rep's calendar so opportunities are actioned same day.