1) "New" > "Request"
2) Select from “Scheduled Requests” or an option under “Build From Scratch”
3) Select Firms, Strategies, Products, Service Providers, or Vehicles
4) Use filters at the entity and contact levels:
5) Select the template, as of date, and due date
6) Name the project, create an email message/ use an email template
7) Send the request
Please refer to the video below: