How to leave internal notes for individual bidders

In your project's bidder list, you can leave internal notes on bidders for your team to stay on the same page about any updates or changes regarding that specific bidder. 

To leave internal notes on a subcontractor bid

Select the bidder in the "Bidders" tab in the respective bid package and find the "Notes" section. 



Click into "Add a note" and you can leave the relevant information for your team. Press "Enter" on your keyboard or click "Add Note" to save the note. The saved note will show who made it and when. 




To delete a note, hover over and click on the "trash" icon that appears. Please note that only the person who wrote the note can delete it.