Update the Bid Captain and Date for an ITB

Follow these steps to update information for an invitation to bid (ITB).

Update the Bid Captain

1. Click the Lead or Projects icon on the left menu.
2. Select the Lead or Project in the Quick Select section.
3. On the Lead or Project menu, select Invitation to bid (ITB).
4. Click the Edit button next to Bid Captain.
5. Select the Main Bid Contact which is the person in the organization overseeing the job opportunity.
6. Click Save at the bottom of the popup window.

Update Bid Date and Time

1. Same as steps 1-4 above.
2. Click the pencil icon next to Bid Date and Time.
3. Select the Bid Due Date and Time.
4. Click Save at the bottom of the popup window.