After you've received a bid request from a customer, you may need to share it with a co-worker to complete it. In CalcuQuote, you have the option to share the bid request within the portal.
From the Bid Request page:
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In the top right-hand corner, click Bid Mgmt and choose Share.
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In the Share Bid window, input your co-worker's email address and then click Share.
From the Bid Summary page
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Select (check box to the left) the Bid Request you would like to share.
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Along the blue header, click on Share, then follow the instructions previously mentioned.
- After sharing, you will see the view of "Shared". Hover over this Shared Icon to see the different contacts that this Bid has been shared with.
- Any new bids received will also have the New status.
This will give your co-workers instant access to the bid request with the ease of monitoring all the additional co-workers that are working on this bid.