Bidding - Add Participant
Updated
Suggested Prior Reading
Bidding Participant Contacts - Overview
Bidding Messaging List - Accessing
Bidding Messaging List - Overview
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
More Information
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 Bidding 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 Bidding Participant - Add From Another Project.
From Address Book - Use this option to search the Address Book via different methods and select the Contact(s) from there:
- Detailed Search - Different views can be selected and then text searched for and/or filters applied; to filter by contact type, contact status or other miscellaneous information such as just displaying primary contacts. It can also be searched by locations and distance or filtered by Trades. An Advanced search option can also be invoked.
- Simple Search - The simple search allows searching two ways; within a certain radius of the zip code and/or by Trades.
- Quick Search - This lists all Contacts with just Type, Company Name, Contact Name and Email and these columns can be searched quickly by typing in search text and/or apply a filter for the Types.
Note* A Participant can also be added directly from the message form by typing in the email address on the form. See Project Message - Quick Add.
Next Steps
Bidding - Send Project Message (including invitation to bids)
