Closing an RFP

Closing an RFP

Planners

Question: How do I close out a meeting in Zentila once it has operated?

Answer: We have provided below the steps and screenshots to help you along through the process if you become stuck. Need any further assistance? Reach out to [e-mail] and chat online. We're always happy to help!  

---

Meetings to Close

Once your meeting has operated, you will get a new tab on your home page labeled Meetings to Close. 

Click the "Close" button on the meeting you would like to work on:

---

Report Room Block

You can select to report the room block by total pick up or day-by-day. 

Total pick up is best when you had the same rate for every room.

Day-by-day will let you break out rates by each day and type of room. 

---

Room Block and Rates

Go through each tab to update the cost of each item. 

You can change the arrival date and departure date, as well as quote rates by day if each date has a different rate. 

---

Cost

Enter in the cost for each line item. 

The system prepopulates based on the proposal. Make any changes needed.

---

Savings

Add any extra savings from the venue under the concession area

---

Documents

Attach any documents

---

Finalize and Close

When you are finished updating all of the information, click "Finalize and Close". Then confirm that you are finished in the pop up modal.