Note: This feature is currently part of a phased release. You may not yet have this feature available in your account.
In Bid Board, you can set primary contacts for bid invites. Primary contacts will be shown to clients who are sending bid invites using our recommendation engine. This ensures that you can indicate your preferred contact for bid invites.
To set a bidding contact
Navigate to the "Settings" tab in Bid Board.
Settings are set on an office-by-office basis. If you are a part of multiple offices, you can select from the drop-down menu under "View office settings for:. which office you are setting the primary contact In the "Primary Contact" section, enter an employee's name or email and click to add them.
Under "Primary Contacts", enter in an employee in this office by name or email and select their name from the drop-down menu. You can add as many primary contacts as needed.
To remove a primary contact, click "x" next to the contact's name.
Note: The primary contacts for your company will be shown to clients when they use BuildingConnected's recommendation engine to search for bidders. However, ultimately, clients have many ways that they can invite your company to bid. Therefore, if clients are have their own contacts, are using their own bidder lists, or reusing lists from past projects, additional emails not set as primary contacts may still receive bid invites. We suggest following up with the clients in these cases directly to let them know the correct contacts to invite to bid.
If you have Bid Board Pro, along with default followers and opportunity rules, primary contacts gives you more control over the bid invites your company receives from BuildingConnected. If you do not have Bid Board Pro and are interested in upgrading, please contact our sales team here.
What happens when you try to remove a primary contact from an office?
When you try to remove a contact from your company, who is currently set as a primary contact, you will be asked to reassign the primary contact to someone else.
During the removal process, enter in a coworker's name under "Reassign Primary Contact to". It must be a coworker in that office.