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How to Access & Manage your RFP Lead Management Dashboard

Our new RFP matchmaking system allows Event Organizers to create, send and manage RFP responses with ease. This is your guide to accessing and managing your RFP Dashboard.

  1. How do I submit an RFP?
  2. What is a leads Dashboard for my RFP?
  3. How do I access my Leads Dashboard for an RFP?

  4. What is a private RFP?
  5. How to Manage your Dashboard
  6. What happens after my request is posted?
  7. What if no Facilities match my request?
  8. Can I edit an RFP after it is sent?

How do I submit an RFP?

To Create an RFP: 

1.) Go to Playeasy.com

2.) Login to your Playeasy Account 

3.) Click into your "Home" Page 

4.) Click "Site Selection RFP" below the "Start a Post" button at the top of the newsfeed, 

OR head to the Admin View of your Organization profile, click the "RFPs" tab and click the blue "New" button.

  • Your RFP creation process is similar to before, but now you can choose to only alert specific Destinations & Facilities of interest in a private request, or alert the entire Destination & Facility network with a public request.
  • As you enter your RFP details, the number of possible host matches will appear at the bottom of the page.
  • In the last RFP creation step, under 'Review and Submit', you may select to make this RFP public or private. If private, your total possible matches will appear in a list format. Select a few or all of these matches to privately alert with your request.
    Group 13 (1)

What is the Leads Dashboard for an RFP?

  • Our new RFP matchmaking system allows Event Organizers to create, send and manage RFP responses with ease, with the option to create a public or private request. Now, you have the ability to alert certain Destinations or Facilities (A Direct Request) that match your set requirements or alert all Destinations or Facilities within your chosen radius that match your site requirements.
  • The leads dashboard on your RFPs is your all-in-one management tool for you to view and organize RFP responses. Here, your RFP responses will get moved to open, interested, won, lost and passed as Destinations and Facilities take action.

How do I access my Leads Dashboard for an RFP?

Through your Profile (If you manage an Event Organizer Profile)

  1. Navigate to your profile by clicking the 'Home' icon on Playeasy.com. Click your Organization name on the left of the page under 'Memberships'
  2. On your profile, click 'View as Admin' on the top right
  3. Click the 'RFPS' tab on the top nav bar
  4. Click into one of your RFPs
  5. Select 'Leads' on the Nav Bar
  6. You are now on your Leads Dashboard
What is a Private RFP?
  • Event Organizers now have the opportunity to select the exact Destination(s) and Facilities they would like to send an RFP. 
  • These RFPs are "private" and will not appear on the Public RFP Marketplace, they can only be viewed by the chosen Destination(s) and Facilities
  • These RFPs will have a tag that says "Private RFP".

How to Manage your Dashboard

We built the new event Lead Management Dashboard to make it easier to stay on top of your RFP responses. We have introduced a new flow for you to see who is interested in or passed on your RFP. This will automatically update as Destinations and Facilities respond. Let’s break it down. 

    Below is a breakdown of the tabs of the dashboard: 

    • Open 
      • Here you can find all of your 'Open' Leads. These are leads that match your event requirements that have not taken action to respond yet.
    • Interested
      • Here you can find all of the Destinations and Facilities have communicated they are 'Interested' in your request. You can access their profiles from here to learn more about these potential hosts.
      • You can click 'View Messages' on any lead to view the group chat between you and the Destination or Facility. In this group chat, you can invite other members, share photos and documents, and collaborate in real-time.
    • Won 
      • This tab will house the Destination or Facility that won your request.
    • Lost 
      • This tab will gather all of the Destinations and Facilities that demonstrated interest in the request, but 'Lost' it.
    • Passed
      • This is where any Destinations and Facilities that passed on your request will be stored so that you can look back at them at any time. 

    What happens after my request is posted?

    Once completed, all Facilities & Destinations that match your requirements will be alerted of your request. Interested Facilities & Destinations will reach out to connect with their best offers. You will be alerted of any RFP likes and messages in your Playeasy notifications center as well as your email inbox and through the Playeasy app.


    What if no Facilities match my request?

    If there are no Facilities that match your rental request, we suggest increasing your Mile Radius on your RFP. By expanding the Mile Radius, more Facilities will be alerted. 

    Another suggestion is to consider expanding your request to The Entire U.S. This is a great way to see what Destinations are interested in hosting your event and organization. 

    Can I edit an RFP after it is sent?

    You may edit your RFP as needed.  To edit your RFP, go to your profile's Admin view and click the RFP tab. Select the RFP you would like to make edits to. Once on your RFP Page, you may make edits as needed.  Be sure to click the Save Changes button on the bottom right of each section.

    We are always working to improve, so please feel free to share any feedback with support@playeasy.com