WITH SOLUTIONS GRADED A+
✔✔Why would you indicate a lead as "marked in progress" before even starting the
proposal process?
a. It lets the planner know that is has been seen and someone is taking action
b. It sends an email notification to the client
c. This builds a trusting relationship with that client
d. All of the above - ✔✔All of the above
✔✔What does the circular arrow symbol next to the agenda item mean?
a. A unique item
b. "See additional details"
c. A reoccurring event
d. None of the above - ✔✔None of the above
✔✔Who uses package pricing? - ✔✔All-inclusive resorts
✔✔What if you had additional PDFs you wanted the planner to have, where could you
upload it? - ✔✔The documents section
✔✔What is the benefit of assigning an RFP in cvent?
a. Sends a notification to the sales manager who should be managing the lead
b. Helps ensure no business is missed
c. Assists organizing leads in the account
d. All of the above - ✔✔All of the above
✔✔Which of the following is not a proposal status? - ✔✔Active
✔✔When can alternate dates be added by the venue? - ✔✔When the planner preferred
dates cannot be accommodated
✔✔Why is it important to turn down business you do not intend to bid on? - ✔✔So that
the planner receives an email stating the lead was turned down; for reporting purposes
✔✔Where can I find a breakdown of all the current RFP statuses within my account? -
✔✔Manage RFPs tab
✔✔Where can I look for trends regarding time-lapsed between an RFP being sent and a
proposal being submitted? - ✔✔Proposal status report
✔✔
Which of the following is the most efficient way to locate and existing RFP?
, 1. Within Admin section
2. search for the RFP by name in the RFP Search
3. search on the overview page
4. search within different views on the Manage RFP's - ✔✔search for the RFP by name
in the RFP Search
✔✔what can you use to search for and RFP under RFP Search?
1. Key Contact first name
2. venue/service chain
3. RFP Name
4. Venue Contact last name - ✔✔RFP Name
✔✔what type of venues can you find on the suppliers & responses page within an RFP?
1. All Venues added to the RFP
2. only the venues that have been sent the RFP
3. only the venues that have submitted a proposal
4. all venues with their associated NSO's and CVB's - ✔✔All Venues added to the RFP
✔✔What can you do on the Suppliers & responses page?
1. Cancel RFP
2. Run RFP& suppliers Report
3. compare suppliers
4. add contracted details - ✔✔compare suppliers
✔✔When is an RFP considered overdue?
1. The RFP is past the decision date
2. the event dates have passed
3. the RFP is past the response due date
4. the RFP status has been updated to overdue - ✔✔The RFP is past the decision date
✔✔How do you ensure you are only looking at your RFPs when there are several other
users in the account?
1. Create a custom view on the Manage RFP's Page
2. Create a custom view on the Suppliers & Responses page
3. Apply the default My RFP's View
4. Cvent Shows your own RFP's by default - ✔✔Apply the default My RFP's View
✔✔Why would you only see 10 venues on the suppliers & responses page when you
added 15 to your RFP?