How to optimize sub list templates

The optimization feature in BuildingConnected analyzes your sub list and provides options to provide you with the most current bidder information from our network.

1. Navigate to a tender package in a sub list template.

2. Click "Optimize".

3. Select from the options for optimizing your sub list.

- Add a Primary Contact if applicable: Companies can specify their own primary contacts for their office. If a primary contact exists and is not yet added, they will be added to your sub list.
- Add a Preferred Contact if applicable: You can set your own preferred contacts at companies. If a preferred contact exists and is not yet added, they will be added to your sub list.
- Remove invitees with invalid emails: This is only available before a tender package is published. You can remove any invitees that have a invalid warning on their email. Learn more about this invalid warning in What is an “Invalid Email” and how can it be fixed?

4. Click "Review".



5. When there are optimizations available, a list will appear in a pop-up window. You can review each contact to see what BuildingConnected will do with it. In the "Action column, review whether a Add or Remove action or occur. In the "Action Reason", see the reason why that change will occur, matching to one of the optimization options, including Preferred Contact, Primary Contact, or Invalid Email.

If you do not want to accept a change, click the "x" to the right of that invitee.

6. Once you have reviewed, click "Apply".

7. Your sub list template will be updated accordingly with the corresponding invitees added and removed.