Update vendors in an invitation to bid

Update the ITB status for a single vendor

1. Go to Leads or Projects.
2. Select the lead or project in the Quick Select section.
3. On the Lead or Project Home page, select Invitation To Bid (ITB) in the Preconstruction section.
4. Select the Vendors tab.
5. Select the company or contact name from the list.
6. On the ITB Vendor Details page, select Edit in the ITB Status section, select the Status in the dropdown, and select Save.

Delete a single vendor

1. Go to Leads or Projects.
2. Select the lead or project in the Quick Select section.
3. On the Lead or Project Home page, select Invitation To Bid (ITB) in the Preconstruction section.
4. Select the Vendors tab.
5. Select the actions icon () next to the appropriate vendor and select Delete.
6. In the dialog, select OK to confirm your action.

Update the ITB status or delete multiple vendors at the same time

1. Go to Leads or Projects.
2. Select the lead or project in the Quick Select section.
3. On the Lead or Project Home page, select Invitation To Bid (ITB) in the Preconstruction section.
4. Select the Vendors tab.
5. Select one or more vendors from the list and select Choose Bulk Action.
6. In the dialog, select one of the following options:
   • To delete the selected vendors from the ITB, select Delete.
   • To update the bid status for the selected vendors, select Status and select the appropriate option in the dropdown.
7. Select Choose Bulk Actions.