Overview: Statuses

There are many different types of statuses that display throughout MeetingBroker.

RFP Status

Draft	The RFP is created but hasn't been sent.
New	The RFP has been sent.
Updated	The meeting or RFP details were updated, and the RFP was sent again.
Awarded	The sender awarded the RFP to let the location know they were selected to move forward.
Withdrawn	The sender withdrew the RFP to let the location know they were no longer being considered.
Turned Down	The receiver declined the RFP.
Self-awarded	The receiver changed the business status to Definite.
Cancelled	The sender cancelled the meeting and all associated RFPs.
Escalated	The RFP has not reached a terminal status and has been escalated at least one time.

Business Status

Inquiry	This is the default status when the RFP is first received and indicates that you have not yet started processing the RFP.
Prospect	You are bidding on the business but have not yet sent a contract.
Tentative	A contract has been sent to the client and you are holding space.
Definite	The signed contract has been received from the client.
Turned Down	The business was never definite and has been lost.
Cancelled	The business was previously definite, but has now been lost.

RFP Summary Status

If all RFPs are cancelled, the RFP Summary Status displays "Canceled”.

If at least one RFP is awarded or self-awarded, and:

The business status of at least one of the awarded/self-awarded is Completed, the RFP Summary Status displays “Awarded: Completed”.

If none of the RFPs are Completed, and the business status of at least one of the awarded/self-awarded RFPs is Definite, the RFP Summary Status displays “Awarded: Definite”.

If none of the RFPs are either Completed or Definite, and the business status of at least one awarded/self-awarded RFP is Tentative, the RFP Summary Status displays “Awarded: Tentative”.

If none of the RFPs are Completed, Definite, or Tentative, and the business status of at least one awarded/self-awarded RFP is Prospect, the RFP Summary Status displays “Awarded: Prospect”.

If none of the RFPs are Completed, Definite, Tentative, or Prospect, and the business status of at least one awarded/self-awarded RFP is Inquiry, the RFP Summary Status displays “Awarded: Inquiry”.

If none of the RFPs are Completed, Definite, Tentative, Prospect, or Inquiry, there is no integration with Delphi, and no values are entered into the business data, the RFP Summary Status displays “Awarded”.

The RFP Summary Status displays “Draft”, with the exception of the following:

When at least one proposal has been received for an RFP that is not in terminal status (Withdrawn, Awarded, Self-Awarded, Turned Down, Cancelled), the RFP Summary Status displays “Proposal Received”.

When at least one property has viewed an RFP that is not in a terminal status, the RFP Summary Status displays “Property Researching”.

When at least one RFP is in New or Updated status, the RFP Summary Status displays “Sent”.

When all RFPs are in terminal status or there are no RFPs, the RFP Summary Status displays “Dormant”.

 

Meeting Summary Status

Status	Condition description
Gathering Information	No RFPs associated with this meeting have been sent.
Sent	One or more RFPs associated with this meeting have been sent, but have not yet been opened by the receiving property.
Properties researching	One or more RFPs associated with this meeting have been sent, and have been opened by the receiving property.
Proposals Received	One or more proposals associated with this meeting have been received.
Awarded	One or more RFPs associated with this meeting have been awarded or self-awarded. This condition is followed by the business data status of the RFP with the highest business status (Cancelled to Definite).
Cancelled	All RFPs associated with this meeting have been cancelled.
Dormant	All RFPs associated with this meeting have been either turned down by the receiver or withdrawn by the sender. There are no RFPs capable of being awarded as part of this meeting.

 

SUE milestones

SUE workflows are based on RFP milestones, which are key stages in the life cycle of an RFP.

Milestone	Action
Published	You received but have yet to view the RFP
Viewed	You viewed the RFP
Turned Down	You turned down the RFP
Proposed	You sent a proposal
Awarded	The meeting planner awarded the RFP
Definite	You confirmed the RFP was won
Withdrawn	The meeting planner withdraws their RFP
Cancelled	The meeting planner cancels their meeting
Business Lost	You confirm this RFP was lost (click Did Not Win)
Complete	You report actuals