How To Add DLA/DIBBS RFQs to CRM Bidding Board with 1 click - DLA/DIBBS

Overview

In this video we will show how To Add DLA DIBBS RFQs to CRM Bidding Board with 1 click

Step by step

The walkthrough covered in the video, written out so you can follow along inside Loocey.

1. Click on the DLA RFQs board.
2. Select the desired RFQs you want to copy to the Bidding Board.
3. Click on the three dots and choose the Copy To Bidding Board option to copy the selected RFQs to your CRM board.
4. Go to your CRM Bidding Board to see the copied items, your selected RFQs are now on the board.
5. Click on the NSN number of a copied RFQ to see more details about the approved parts.
6. The Approved Parts section shows the approved parts and company details, including part number, cage code, website, phone, and even email when available.

Where this fits

This tutorial covers the Bidding Board & CRM part of Loocey DLA. Copy solicitations into the CRM, then manage statuses, notes, files and pipeline views.

• Loocey DLA Getting Started guide — account setup and the full bidding workflow
• Saved-search recipes — the exact column, condition and value for 20 common DLA searches
• DLA / DIBBS glossary — what every field on a solicitation means
• All Loocey DLA video tutorials