Add vendors to an invitation to bid

1. Select Lead or Projects.
2. Select the lead or project in the Quick Select section.
3. On the Lead or Project Menu page, select Invitation To Bid (ITB).
4. Go to the Vendors tab.
5. Select Actions > Add vendors.
6. 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 using the Distance Filter, or by Company Type, Vendor Type, Ship State, or Bill State.

7. Optional: Filter the listing using the Search field.
8. Select one or more companies and contacts from the list.
9. Select Add or Add&Close.