RFP's - Loopio (NO LONGER IN USE)

Through single sign on from My Apps.

1. Provide information for any custom attribute(s) requested in the RFP.

2. This icon indicates if the answer was matched by Loopio magic or by a manual library search.

3. Modify/provide answer base on the question. Click on the answer to edit.

   3a. Clear the matched answer, and enter your own.
   3b. Search and replace the answer from the library. Modify as needed.

4. Submit for review.

5. Mark as Complete. A reviewer is required to be assigned, and in order to speed up the process, each SC will complete your own review by selecting "Mark as Complete".

6. Check “Suggest changes for the Library” if there is no matched answer, the matched answer is incorrect or the matched .answer is not relevant to the question.

7. Use Comment to communicate with the reviewer or reach out to either Philip Dai or Sean Emberley to reassign if the question is not related to product functionality. 

8. Click to view unanswered questions in the List view.

9. List view is the default view. Source view displays like a spreadsheet and has limited capability

SalesOps – Philip Dai or Sean Emberley handles the following:

1. Loads customer RFPs to Loopio.
2. Runs the Loopio magic that will match answers in our library with the questions.
3. Assigns all product functional questions to the Solution Consultant paired with the Account Executive.