How do I shortlist or mark a firm as unsuccessful?

If you no longer wish to move forward with a firm at any time during the RFP process, you can mark the firm as unsuccessful. Firms marked as unsuccessful will no longer be able to view the RFP details and only have access to their proposal.

A firm can be marked as unsuccessful in two ways:

Manage Proposal within the Specific Proposal

Select Manage Proposal found at the top of the proposal.

Select Mark Firm as Unsuccessful in the expanded Manage Proposal menu.

You'll be given two options:  Notify the Unsuccessful Firm or Do Not Send Notifications.

Whichever you select, you'll be directed a confirmation screen to finalize the process. 

From the Firm Tab

Select Manage Firm found in the Firms tab.

Select Mark Firm as Unsuccessful in the expanded Manage Firm menu.

Choose to notify the firm or to not notify the firm, then confirm your selection to finalize the process.