With BC Pro, removing bidders can help you organize your bidder lists when companies may belong in a different bid package or a person is not the correct point of contact within the company or you want to revoke your invitation.
The ability to remove is different depending on whether your project is published or not:
To remove bidders before a project is published
Navigate to the project and bid package where the bidder is located and click on the "Bidders" tab.
To remove individual contacts within a company, in the "Invitees" section, click the "x" icon next to the bidder you want to remove.
To remove an entire company and all the invitees at once, click the "x" icon to the left of the company in the list.
To remove bidders after a project is published
When a project is published, you can remove the individual contacts within a company, but you cannot remove the entire company from appearing on your bidders list.
To remove individual contacts within a company
- Click on the project then navigate to the bid package where the bidder is located.
- Navigate to the "Bidders" tab, in the "Invitees" section, click the "x" icon next to the bidder you want to remove.
- Click "Remove Bidder".
Note: Removing an individual from a project removes the invitation from their Bid Board and prevents them from receiving future project notifications. It does not prevent them from possibly gaining back access to a project using an email invitation that their coworker received.
Comments
0 comments
Article is closed for comments.