Assign Contacts to Trades

By assigning Contacts to Trades, they will automatically be filtered and invited only to their assigned trades.

On the Company/Contacts screen, there are three columns on the far right for managing a Contact's Trades.

         

• Always Invite:
  When checked, the contact will receive invites for any trades the company performs when the company is invited. This includes any additional trades added to the company record in the future.
  
  
• Trades:
  When the company is invited to the selected trades, the contact will be added on the invite. If a new trade is added to the company record, the contact will not receive invites for that trade unless updated in this section.
  
  
• Do Not Invite:
  When checked, the contact will no longer be invited to new projects. Any existing invites the contact has on projects will remain unless you remove the contact from the project.
  

To assign contacts to Trades:

1. Open a company record and then open their "Contacts" tab.
2. If you don't want the contact to be invited to all trades, click "All" to open up the list of trades the Company is assigned to.
   
3. Uncheck "Always invite", then uncheck the trades you want to exclude for them, and click Save.
   
   
   
   In the above screenshot example, Homer Simpson will only receive bid invites for projects with 221000: Plumbing Piping.