To send bulk correspondences to a few, many, or all contacts in the Bid List.
Things to Consider
- Required User Permission: 'Admin' on the project's Bidding tool.
- Navigate to the project's Bidding tool.
- Select which companies you want to send correspondence to by marking the checkbox at the beginning of the row.
- In the Bulk Actions drop-down, select Send Correspondences.
- In the New Correspondence page, enter the following:
- Subject: Enter the subject of the correspondence.
- Attachments: Select any relevant attachments.
Note: Bid documents will be automatically attached to each correspondence.
- Message: Enter any text for the correspondence.
- Click Send.