What Are We Trying to Accomplish?
We want to add the contacts that you want to be in the bidding process. If there are contacts that need to be added, just add these using the suppliers tab. You will need to add at least one contact to the request in order to publish the request.
How Do I Do It?
1) Click Add Contacts
2) Select Categories, companies, and contacts - your choices will decrease as you add information from each section. Hold ctrl on your keyboard to select more than one Category, Company or Contact at a time
3) Click the Add Contacts button
Once you have added your contacts and published your request, you will be able to follow if they have been invited, submitted an offer, won the offer, and if they submitted any documents. You can invite more contacts after you have submitted your request by clicking on Add Contacts and repeating the process.
Once you publish your request, you can not remove contacts from the RFQ.
