Statuses
As you navigate through the system, you might notice requests for proposal (RFPs) displaying in a variety of statuses. To ensure a seamless user experience, we have provided a list of these statuses along with an explanation of what each status means. If you need help understanding any of these statuses, refer to the list for quick and effective guidance.
RFP status
The RFP status is a valuable tool for efficient lead management. It is visible across the system but most prominently on the RFP list page and within the detailed RFP information. This status indicates the stage an RFP is at in its life cycle. Whether at the initial review, pending approval, or awaiting response, use this information to take timely and informed actions, streamline the workflow, and ensure that each RFP is appropriately addressed based on its specific stage in the process.
Status |
Description |
---|---|
Draft | The RFP was 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. |
Self-awarded | The receiver changed the business status to Definite. |
Withdrawn | The sender withdrew the RFP to let the location know they were no longer being considered. |
Turned Down | The receiver declined the RFP. |
Canceled | 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
The Business Status in the Booking Data tab of an RFP shows the booking status after the RFP has been awarded to your property. See the list of statuses below that represent various stages of the booking process.
If your MeetingBroker is integrated with Delphi, the statuses are automatically updated through the integration.
Status |
Description |
---|---|
Inquiry | This is the first status when the RFP is received and indicates that processing has not yet begun. |
Prospect | You sent the proposal but have not yet sent a contract. |
Tentative | A contract has been sent, and space is being held for the client. |
Definite | The signed contract has been received from the client. |
Turned Down | The receiver declined the RFP. |
Cancelled | The sender cancelled the meeting and all associated RFPs. |
Business Lost | This is for properties integrated with Delphi. The business was previously definite but has now been lost. |