How to navigate the Bid Board page to manage the projects you are bidding plus access and follow up on the Bids you have submitted.
1. Navigate to https://subcontractor.planhub.com/leads/list
If you have already logged in, click on the "Bid Board" page in the menu to the
left."
2. The Bid Pipeline shows you all the projects you and your team have saved from PlanHub or imported to PlanHub along with the current status. You can easily change a project's status by left-clicking and dragging it to the new stage column.
3. Search for a project you saved by clicking the "Search" field and entering the name of the project.
4. To clear a search click the "X" in the search field.
5. Filter the projects you see in the pipeline by clicking the "Filter" button.
6. You can filter by Team member, Lead Source, and the Bid due dates.
7. Once you have selected your filters click "Save".
8. You can remove individual filters by clicking the "x" next to the filter.
9. You can clear all filters with a single click by clicking "Reset".
10. To view the bids you and your team have submitted in PlanHub click "Bids".
11. You can view the whole team's bids or just your bids by using the "Show my Bids only" toggle.
In the list of bids click on the download option to view the bid document(s) submitted.
