Consultants Tab of SF255 Proposals Form

Use the Consultants tab to enter data for the Consultants page of the SF255 Proposal.

Contents

Field Description
6. If respondent is not a joint venture... Manually enter information about the consultants who will work on the contract, or use the menu options:
  • Add Consultant from Vendor/Partner — Open the Vendor/Partner Lookup, select the consultants that you want, and click OK.
  • Add Consultant from Customer — Open the Customer Lookup, which shows only the customer records that are connected to vendor/partner/consultant records. Select the customers that you want and click OK.
  • Delete Consultants — Display a list of the consultants that are currently included in block 6 and delete the ones that you do not want.
  • Reorder Consultants — Display a list of the consultants that are currently included in block 6. To reorder them, click a consultant name and then click Up or Down.