Select Bidders: Filter by Group or Postal/Zip Code (By Trade-All)
Go to Select Bidders> By Trade-All. This feature allows you to select ALL bidders within trades you select, or you can narrow down the list using filters by Group(s) and/or Postal/Zip Code radius.
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Follow these steps:
- Filter by Group(s) if desired. If more than one Group is selected, Companies in ANY of the chosen Groups will be added to the bidders list.
- Filter by Zip Code (Postal Code) Radius (available in the USA and Canada).
NOTE: For the below example, the results of the filter will include subcontractors that are in EITHER Minority: MBE, Minority: SBE, or Minority: WBE Groups AND ALSO within the chosen Postal Code Radius. - Click the blue button "Apply Filters". IMPORTANT! If you don't click "Apply Filters", you will add everyone to your list.
- Check the boxes next to the Trades you want to invite.
- Click the blue button "Add Selected Bidders".
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