Send Invitation to Bid - Select Companies

The Communication Centre is where you will select companies to access your project, send faxes and emails and track your users Bid Intentions. In your first few projects, you may not have a database complete enough to use to send your invitations to bid, but you will be able to send notifications to your users once the project is underway and track who is planning on bidding your project.

  1. Open the Communication Centre from inside the project you are working on. Click on the Comm. Centre button in the top icon menu.
    comm center button
  2. The first tab is Select Companies. Here you have your entire company database on the left side and you will move the invited companies to the right.
  3. Select the companies you would like to give access to your project. To select multiple at once, use the Shift or Control key on your keyboard.
    select company
  4. When you have all the invited companies on the right hand side of the window, click Save at the bottom and move to the Send Fax and Email tab.