General ← Knowledge Base New User FAQ Why am I not getting emails from RFP360? How do I unlock locked out users as an Administrator? How do I update password rules for users? What are some basics about the Home page I should know as I get started? Is there a spell check feature? What about auto-translate? How do I integrate RFP360 into Salesforce CRM? How do I initiate a new Proposal using my Salesforce integration? What is an account hierarchy? What are tags and why would I use them? How do I add and remove tags? How do I manage and cleanup my tags at the account level? Can I use Boolean search operators in RFP360? How do I update my credit card number? How do I change Billing plans? What is the difference between an RFP and a Proposal? What can I do with the text editor? Adding images, attachments, tables & more with the new text editor How do I format text with the new text editor? Can I highlight text with colors? How do I clean up HTML formatting? How do I add a sub-account? Issues with saving or duplicating text in the text field? What account settings should I check?