Open a bid from a list of bids

  1. Open the View Bid Log screen.
  2. In the Company field, click to select one or more companied for which you want to view bids. If no companies are selected, all companies appear in the list.
  3. In the Prospect field, click to select one or more prospects for which you want to view bids. If no prospects are selected, all prospects appear in the list.
  4. In the Bid Status field, click to select the bid status for which you want to view bids. Select All to see all bid statuses in the report.
  5. Click Retrieve.
  6. Double-click on a bid to open it.