Selecting bidders

Use Select Bidders to build the package's bid list from companies in your organization directory.

Best for: Bid managers · Before you begin: Set up company records, bidding contacts, trades, and tags in the directory.

1. Open the package and select Select Bidders.
2. Search, filter, or group companies by company, trade, or tag.
3. Select one or more companies.
4. Select Add Selected to Bid List.
5. Assign scopes when the package uses them.

You will not see companies already on the package's bid list. When you add a company, its bid record uses the designated bidding contacts. If no contacts are designated, review the company's membership setup before sending invitations.

Tags help segment companies across packages; scopes define what this package asks each bidder to price. Do not use tags as a substitute for bid scopes.

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