Скачать или смотреть RFP360.ai Account Settings & Profile Setup | Customizing Your Professional Workspace

Success starts with a solid foundation! In this video, we go behind the scenes of the 𝐑𝐅𝐏𝟑𝟔𝟎.𝐚𝐢 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 & 𝐒𝐞𝐭𝐭𝐢𝐧𝐠𝐬 menu. Before you send out your first bid, you need to ensure your profile, branding, and team preferences are perfectly aligned.⁣
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We’ll walk you through how to navigate the administrative side of the platform so your account is optimized for maximum efficiency and professional presentation.⁣
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⚙️ 𝐈𝐧 𝐓𝐡𝐢𝐬 𝐕𝐢𝐝𝐞𝐨, 𝐖𝐞 𝐂𝐨𝐯𝐞𝐫:⁣
𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐒𝐞𝐭𝐭𝐢𝐧𝐠𝐬: Where to find your personal profile, security options, and notification preferences.⁣
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𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐂𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧: Updating your professional information to ensure all outgoing proposals carry the correct metadata.⁣
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𝐓𝐡𝐞 "𝐒𝐞𝐭𝐭𝐢𝐧𝐠𝐬" 𝐂𝐨𝐦𝐦𝐚𝐧𝐝 𝐂𝐞𝐧𝐭𝐞𝐫: A deep dive into the Account menu—how to manage your subscription, user roles, and system-wide defaults.⁣
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𝐈𝐧𝐭𝐞𝐫𝐟𝐚𝐜𝐞 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐨𝐧: Quick tips on moving between the Dashboard and the Account settings without losing your work.⁣
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🌟 𝐖𝐡𝐲 𝐏𝐫𝐨𝐩𝐞𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐒𝐞𝐭𝐮𝐩 𝐢𝐬 𝐕𝐢𝐭𝐚𝐥:⁣
𝐂𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐁𝐫𝐚𝐧𝐝𝐢𝐧𝐠: Ensure every team member is working under the same organizational settings for a unified look.⁣
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𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲: Managing who has access to your sensitive bid data and response library.⁣
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𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: Setting up your dashboard to show you the metrics and alerts that matter most to your specific role.⁣
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🔗 𝐔𝐬𝐞𝐟𝐮𝐥 𝐋𝐢𝐧𝐤𝐬:⁣
𝐆𝐞𝐭 𝐒𝐭𝐚𝐫𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐑𝐅𝐏𝟑𝟔𝟎.𝐚𝐢: https://hi.switchy.io/nh0-⁣
𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐚 𝐃𝐞𝐦𝐨: https://hi.switchy.io/p32u⁣
𝐅𝐨𝐥𝐥𝐨𝐰 𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧:   / ⁣  
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𝐈𝐬 𝐲𝐨𝐮𝐫 𝐚𝐜𝐜𝐨𝐮𝐧𝐭 𝐬𝐞𝐭 𝐮𝐩 𝐟𝐨𝐫 𝐬𝐮𝐜𝐜𝐞𝐬𝐬? 𝐋𝐞𝐭 𝐮𝐬 𝐤𝐧𝐨𝐰 𝐢𝐧 𝐭𝐡𝐞 𝐜𝐨𝐦𝐦𝐞𝐧𝐭𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐚𝐛𝐨𝐮𝐭 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐬𝐞𝐭𝐭𝐢𝐧𝐠𝐬! 𝐏𝐥𝐞𝐚𝐬𝐞 𝐋𝐈𝐊𝐄 𝐚𝐧𝐝 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄 𝐭𝐨 𝐤𝐞𝐞𝐩 𝐲𝐨𝐮𝐫 𝐬𝐚𝐥𝐞𝐬 𝐠𝐚𝐦𝐞 𝐬𝐡𝐚𝐫𝐩.⁣
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