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.