Index of Help Topics
- Searching the RFP lead database
- Marking multiple RFP leads for printing or download
- Changing your password
- Setting up instant RFP lead notifications sent to your Email, Smart Phone or Tablet
- Making changes to your preferred vendor directory listings
- Downloading weekly reports & search the project database
- Printing an invoice
- Updating your billing information
1. Searching the RFP lead database
To search the RFP lead database please check the box, boxes or check all for the type of leads you wish to search. Next please specify the project variables and the locations you wish to search by checking the United States/Canada or world list and then highlighting and moving the States, Providences, or Counties from the left box to the right by click on the arrow button. Next please select the date that you wish to search from. If you leave the date blank you will search all active RFP leads. If you check the return expired RFP box you will also include in your search RFP leads that have passed their bid date. Next click the search button the view your RFP leads. To view a specific RPP leads you must click it. You may also print it of download it in CSV file format by clicking the print or download CSV file links. To return to your search results please click the back button.
2. Marking multiple RFP leads for printing or download
After you have clicked on a specific RFP you can mark it for future printing or download by clicking the mark link on the lower right hand corner of the page. Once marked click the back link to continue searching for RFPs and repeat this process to mark additional RFPs. You can mark for printing or download up to 30 RFPs at one time. When you are ready to print or download you’re marked RFPs in the search results page click of the marked link at the upper right hand corner of the page next to the logout link. You will see a list of marked RFPs. Here you can print the list one lead per page or three or more per page. You can download the .CSV file or you can clear the list.
3. Changing your password
When you log in you may change your password by clicking the account details link in the member area menu. Click on the change password link and compete the form by entering your current and new passwords.
4. Setting up instant RFP lead notifications sent to your Email, Smart Phone, I-Phone, Android or other Tablet
You may set up instant RFP lead notifications sent to your Email, Smart Phone, I-Phone, Android or Tablet device by clicking on the manage my account link on the upper right corner of the page. Click on the add email link and enter your email address at the right of the page. Next please check the box, boxes or check all for the type of leads you wish to receive. Next please specify the locations you wish receive RFP notifications on by checking the United States/Canada or world list and then highlighting and moving the States, Providences, or Counties from the left box to the right by click on the arrow button. Once you have completed this click the save button and these RFP notifications will be instantly sent to your email when they are entered by your potential customer. To have RFP notifications sent to your Smart Phone, I-Phone, Android or other Tablet device you must configure your device to receive email from the address you have entered in the HotelProjectLeads.com RFP notifications system. You can also have additional RFP lead notifications sent to different email addresses for different locations if you have multiple sales reps in different territories. To do this click add email and repeat the process above. You can also change of delete email addresses.
5. Making changes to your preferred vendor directory listings
To make changes to your preferred vendor listing click the vendor listing link in the member area. Here you can change your vendor information. If you check the opt out box on the upper left hand corner of this page your company will not be listed in the vendor directory. To change which categories your company is listed in click the “change” button under “assigned categories.” A new window will appear and you may check up to 25 vendor categories where you’re listing to appear. After you have made your selections click the “X” button on the upper right hand side of the page. The last step is to save your changes by clicking the “Save Changes” button on the lower right hand side of the page. Your changes will appear immediately. If you would like us to add a new vendor category please complete the category request page in order to get prompt attention.
6. Downloading weekly reports & searching the project database
To download weekly reports and past weekly reports. Login with your username and password. Click on the download project reports page in the member area. Click the weekly reports you wish to download and save. To download past reports click the plus sign at the bottom of the page to view reports and click to download. Reports are in Zip file format. Once downloaded open or unzip the file folder and click on the individual reports you wish to open.
7. Printing an invoice
To print an invoice click generate invoice in the member area menu to the left of the page. Enter the start date of the billing period and the number of months required for the invoice, submit and print.
8. Updating your billing information
To update your billing information, please click on the update your billing link and enter your new information.