Managing bids
Learn how to use Bid Board to manage all of your bids.
- How to add and remove coworkers as followers on bids
- How to edit project information (Bid Board)
- How subcontractors can assign and unassign coworkers to bids (Bid Board Pro)
- How subcontractors can add tags to bids
- How subcontractors can print project information
- How to change the owning office of an opportunity (Bid Board Pro)
- How subcontractors can add follow-up dates to submitted bids (Bid Board Pro)
- How to use the Activity log
- How to track reasons for declining a bid
- How to leave comments on bids for internal tracking