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RFP Database User Manual for Sales
The document is a user manual for the Lotus Notes RFP database, detailing the creation and management of requests for proposals (RFPs) used in the sales process. It covers various topics such as inputting plan designs, selecting coverages, and navigating database views for both sales associates and rate calculation teams. The manual includes step-by-step instructions, tool options, and validation features to facilitate RFP creation and communication between sales and rate calculation departments.
