Prequal Sending Forms
There should be two steps in sending prequal forms, just like there is in sending an RFP. In RFP, after selecting vendors and sending, there is a second step confirmation that says, do you wish to send to # of senders. In prequal you hit send and it is gone, without the benefit of confirming that the number of recipients is correct. Ideally it should be identical to a bidders list, with the option to correct the list prior to sending.
I like the simplicity of Pipeline but the all processes need to have built in quality assurance checks, and one click sending mass emails is not smart.
2
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MC
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