Add a New Contact to the Directory from the Bidding Tool

The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Things to Consider

Required User Permissions on the Project level Directory tool.
Additional Information:
- The Bid Recipient is pulled directly from the Vendor Bidders Info tab in the Company Directory. To have a specific person automatically appear, see Set Bidder Information for a Company in the Company Directory.
- Adding a company and contact through this process will only add them to the Company level Directory, not the Project level Directory.
- Adding a contact through this process will not automatically send an invitation to bid email. The email will be sent when the invitation to bid email is sent. See Add Bidders to a Bid Form and Invite Bidders.

Navigate to the project's Bidding tool.
Click the name of the relevant bid package.
Click the plus icon at the end of the bid form row to add a contact to the Directory.
Select Directory.
Find the company that you want to add a new contact to.
Click Add Contact in the 'Bid Contacts' column.
Note
If you want to add a new contact to a company that already has a bid contact:
1. Click the person icon.
2. Select Bid Recipients.
3. From the Add Bid Recipients panel, click the Select Bid Recipients menu.
4. Click New Contact.
Enter the following information: Show/Hide Details
- First Name: Enter a first name for the contact.
- Last Name: Enter a last name for the contact.
- Email Address: Enter an email address for the contact.
- Permission Template: Select a permission template to assign to the new contact, or choose Apply Permission Template Later.
When you are ready to add the contact to the Directory, click Save.