Learn what you can do to close projects
Click the Close Opportunity button and a message will be sent to the brokerage.
If an RFP has remained open for a long period of time and you know that you didn’t win the business or the RFP has concluded, please use the Close Opportunity button to indicate if you won the business or were eliminated. A message will be sent to the subscriber who issued the RFP to prompt them to confirm and close out the project. Once the closing details are complete on their end, the Status will be updated accordingly.