Bidding - Add Participant
Updated
Suggested Prior Reading
Bid Participant Contacts - Overview
Bid Messages List – View Options
Bid Messages List – Navigation
Add Bid Participant
Bid Participants for a project can be added from multiple places:
- Bidding - Messaging
- Bidding - Bid Forms
These are instructions for adding participants from the Messaging form.
Add Bid Participants
- Go to the Messaging form. See Bids - Accessing
- If any participants have already been setup, they will appear on the list of Bid Messages. See Bid Messaging List - Layout for more information.
- Click the Add Participants button
There are multiple ways to add Participants:
Quick Add - Select this option to add just the email address for a participant (and no other information). See Bid Participant - Quick Add
Add New Contact - Use this option to add a new contact but with all the details including the Company information, Trades and Work Areas. See New Bid Participant - Form.
From Another Project - Use this option to select other project(s) to copy all the bid participants from. They can then be removed or added to as required for this specific project. See Bid Participant - Copy from another Project.
From Address Book - Use this option to search the Address Book via different methods and choose the Contact from there.
