How to assign a user to an RFQ

Last updated August 03, 2020
Written by Alex Moloney

Maintaining visibility over who's working on a specific RFQ can get tricky. To alleviate this, we've added features so you can assign users directly to the RFQ.

How to assign a user to a RFQ

To assign a user to an RFQ:

  1. Navigate to Requests For Quotation.
  2. Locate the relevant RFQ.
  3. Open the RFQ.
  4. Locate the Assign To section.
  5. Click on the relevant user's name in the drop-down.

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