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To add bid information to a project, while in the project click on Public Bids / Competitor Tracking module and follow the instructions in this section.

Info

To ensure you can view this data, please confirm the following settings are applied:

  1. File -> When Applicable, Show Manage Records

    • Navigate to the "File" menu and ensure the "When Applicable, Show Manage Records" option is enabled.

  2. Salesperson Management

    • Confirm you have the necessary permissions to manage the salesperson. Learn more about configuring this setting here in the “Manage” section.