Bid Board Tile

The Bid Board Tile is linked to the "Bid Board" feature in Projects. It allows a quoter, sales account, or owner to view the bid board items that pertain to their visibility of the business. For example, a quoter may set up the tile to only show his/her projects and exclude projects that do not pertain to him/her. This tile updates every 15 minutes. 

Use this tile to complete the following tasks:

• Customize the tile to only show specific projects
• Filter bid information by CSR, quoter, sales account, and workgroup
• View a snapshot of each bid on the bid board
• Track total sell value and total earnings

The following articles describe how to create, filter, edit, and read the bid board tile.

• Creating Bid Board Tiles
  • Filtering Bid Board Tiles
• Editing Bid Board Tiles
• Reading Bid Board Tiles

Can't find what you're looking for? View our O4 table of contents!