Add vendors to an invitation to bid

1. Go to Leads or Projects and select a lead or project from the list.
2. On the Lead or Project page, select Invitation To Bid (ITB) in the Preconstruction category of the Lead Menu or Project Menu section.
3. Select the Vendors tab.
4. Select Actions > Add vendors.
5. Select one of the following options from the View dropdown: 
   • Add Vendor from Previous ITB

     Optionally, you can further filter the results using the Source, Project, or Distance Filters.

   • Add Vendor from Master List

     Optionally, you can further filter the results using the Distance Filter.

   • Add Vendor from Bidder List

     Optionally, you can further filter the results using the Distance Filter.

   • Add By Classification

     Optionally, you can further filter the results by distance, company type, vendor type, ship state, and bill state. When multiple filters are applied, only results that meet all selected criteria are returned.

6. Optionally, use the Search field to filter the list.
7. Select one or more companies and contacts from the list.
8. Select Add or Add & Close.