With Bid Board Pro, assigning a coworker to a bid helps you keep track of who is responsible for organizing communication, analyzing files, and submitting bids.
To assign a coworker to a bid
Within a bid, navigate to the "Overview" tab.
In the “Team Summary” section, click the person icon under "Assigned".
Next, type the name or the email of the coworker you would like to assign and press "Enter" or click on their name. Assigning a coworker will send an email notification to let them know they have been assigned to a bid. They will continue to receive notifications for this opportunity for as long as they remain "assigned".
You can also assign coworkers to bids from your Bid Board by clicking on the person icon in the “Assign” column.
To unassign a coworker from a bid
To unassign a coworker from a bid, in the "Team Summary" within the bid, click on the initials or photo under "Assigned".
Click "Unassign" or select another coworker's name as the assignee. Please note that if a coworker is unassigned from a bid, they will not receive an email notification.
You can also unassign a coworker from your Bid Board by clicking on the person icon under "Assign" on a bid.
Article is closed for comments.