The ability to remove individual bids from groups helps when a bid is inaccurately included in a group or if you decide that you’d prefer to view a bid as a separate entry on your Bid Board. Additionally, if you wish to delete an entire group, all individual bids must be removed from the group before the group can be deleted.
How to remove an individual bid from a group
There are two ways to remove a single opportunity that is part of a group:
- Directly from Bid Board
- On the “Overview” page
Remove an opportunity within a group directly from Bid Board
In Bid Board, hover over a group and click “Click here to expand” to show the bids within that group.
Next to the opportunity you want to remove, click on the carat at the end of the row to open a drop-down menu. Click “Remove from group.”
The selected bid is removed from the group, but the opportunity remains in your Bid Board. It can be found in the respective folder according to its status. Click "View opportunity" to go to the bid or click "Return to Bid Board" to clear the window out.
Remove an opportunity within a group on the “Overview” page
In Bid Board, double-click on the name of the group.
In the "Overview" tab, click the carat next to the opportunity you want to remove from the group and click "Remove from group".
The selected bid is removed from the group, but the opportunity remains in your Bid Board. It can be found in the respective folder according to its status. Click "View opportunity" to go to the bid or click "Return to Bid Board" to clear the window out.
How to delete a group
In order to delete a group, you must first remove all the opportunities inside of it.
Once a group is empty, in Bid Board, next to your opportunity that is now a "Group of 0". Click on the carat at the far right and click "Delete" in the drop-down menu.
You can also delete a group in it's "Overview" tab. Click the carat at the top-right corner and click "Delete".
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