Bidding Participant Contacts - Overview

Updated 1 week ago by Customer Service

Bidding Participant Contacts - Overview

For each project, bidding participants can be added.

Bidding Participants are those Contacts that bids can be sent to and who can respond to bids.

Note* Users from your company (who are setup to access the system) can not be set as bid participants.

Bidding Participants/Contacts can be added in different ways:

Add to the Company Address Book first, then add to the Project as a Bidding Participant
Add a new Contact and all their details (such as name, company etc.) from the Bidding Messaging form
Do a quick add of a new contact, i.e. enter only their email either from the Bidding Messaging form
Copy bidding participants from another project.
OR to really quickly send an email directly to someone, from the message form itself.

A contact added as a Bidding Participant will also automatically be added to the Master List of Contacts (Company Address Book) so they can be selected as Bid Participants on other projects and they will not needed to be added again (just selected from the Master List of Contacts).

Bidding Participants are separate from the Project Contacts. Bidding Participants are added to a project from the Bidding Messaging list. They aren't considered Project Contacts, they are Bidding Contacts.

Adding a Bidding Contact does not add them as a Project Contact. The winner of a bid however, is automatically added as a Project Contact after they have won the bid and can then be assigned Actions Items, Tasks etc. The winner of a bid can also be added manually as project contact.