Assign and claim bids

Every bid has one lead estimator who owns it, and a team of anyone else helping. There is no separate claim button: to claim a bid, make yourself the lead.

#Claim a new invite

1. Open Opportunities > Undecided.
2. Click Bidding on the row.
3. In Assign Estimator, click Assign to me, then Assign.

The bid moves to Accepted with you as lead.

#Hand a bid to someone

1. Click Bidding, or click the Assignee cell on a bid you already accepted.
2. Pick the estimator and click Assign.

They get an email with the bid. Skip leaves it unassigned.

#Assign several at once

Tick the rows, open Assign in the bar that appears, and pick the person. Use Accept in the same bar to accept them together.

#Change the lead later

On the bid page, click Lead estimator in the status strip.

#Add a team

1. Open the bid's Overview.
2. On the Team card, click Add member and tick teammates.

Team members get an email. Click the X beside a name to remove someone. They do not get an email about that.

#See your own bids

Turn on My Opportunities on the board, or open My Hub. "Mine" means you are the lead or on the team.

#Ask the agent

• "Assign the Riverside Clinic bid to Maria and add me to the team."
• "Which accepted bids have nobody assigned?"
• "Show me everything due in the next two weeks that is still Undecided."

#Related

• Opportunities
• The bid page