1
Navigate to the Bids section
Open BidRight and click Bids in the main navigation.
2
Start a new bid
Click New Bid (or Add Bid) in the top-right corner of the Bids list.
3
Fill in the bid details
Enter the bid name and the customer or account name. Then set the bid deadline date so BidRight can surface this bid in deadline-based views.
4
Assign team members (optional)
Add team members from Sales, Operations, and Pricing who will work on this bid. You can skip this step now and assign people later.
5
Save the bid
Click Save. BidRight creates the bid record and takes you to the import screen, where you can upload the customer’s file.
Assign team members as early as possible. Everyone listed on the bid gets access before the deadline, which prevents last-minute permission requests when time is tight.