Adding Key Persons in Proposals (S2S)

You can add Key Persons to your proposal and manage them on the RR Key Persons form.

Adding a Key Person

1. Find and open your proposal.
2. Click on the RR Key Persons form.
   
   
   
   
3. Click on the pencil icon.
   
   
   
   
4. Use the search bar to search for Professional Profiles within the system, or click Show All.
   
   
   
   
5. Click on the Professional Profile you wish to add, and click Add Selected Key Person.
   
   
   
   

The Professional Profile will now appear on the RR Key Persons form.

You can manage the Key Person by clicking the gear icon next to their name. Click on the X icon to delete them from the proposal.