As a bidder, you can edit information in an opportunity on your end for your own tracking such as if you received updated information or dates have changed that are currently not reflected in BuildingConnected.
To edit an opportunity in Bid Board
Inside an opportunity, hover over the field you want to edit and click on it.
Depending on the field you select, a text box, a date picker or drop-down menu will appear. Edit the field.
- Adding Client Information
- Click "Add Client Information".
- Enter the client's name or email. As you type, matching contacts that exist in our network will appear.
- Select the matching contact from the drop-down menu and click "Next".
- If your contact doesn't appear, click "Add "[name]" as a client contact" at the top of the menu.
- If you are setting a new client, enter in the client's email and name.
- Enter in the client's company. As you type a company name, matching companies that exist in our network will appear.
- Select the company from the drop-down menu if matching.
- If the company doesn't appear, click "Add "[name]" as a new company" at the top of the menu.
- Select an office from the drop-down menu or enter in a new address if adding a new company.
- Click "Next".
- Click "Add Client Information".
- Editing "Date Due"
Click away from the field and your edits will be saved. - Editing "Project Information"
Note:
- The edits you make to the details are private to you. The client will not see your updates.
- Once any edit has been made, "Client [value]" will now appear under the changed field. This is the source information from the client's end so that you can always tell what information your team changed from the original. The client value may change if the client edits the project details on their end for all their bidders.
Comments
0 comments
Article is closed for comments.