How To: Search for Pricing Opportunities

A quick 1m 24s video tutorial from “The How-To Series”

Search for Pricing Opportunities (Projects only) and Price Now Opportunities (Projects & Tenders). For the screen-shot version view Pricing Opportunities Search Filter.

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.

Check out more content here

 


To view more from our How-To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: Make Notes

Your Notes which are found on both Projects and Tenders have 2 Sections:

  1. “Are you involved in this Project/Tender?” – which is a drop-down selection
  2. Add a New Note – which allows you to add any custom note3

 

“Are you involved in this Project/Tender?” drop-down selection has options you can choose from:

  1. I am an Appointed Subcontractor on this Contract
  2. I am Bidding as a Main/Civil Contractor on this Contract
  3. I am the Awarded Main/Civil Contractor

If you are actually involved at these specific stages ie. Appointed, Bidding or Awarded then you are able to select the relevant option. This can provide additional exposure for your company should the details be confirmed by our researchers.

Added notes are visible for the Main User and their Monitors at any point when viewing the relevant Tender/Project and can also be removed by the User that added the note.

Do you prefer the Video Tutorials like we’ve published previously or Screenshot Tutorials such as the above? Comment below…

 


To view more from our How-To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: Request CAR Insurance

A quick 1m 33s video tutorial from “The How-To Series”

Request Insurance quotes on a specific Tender or Project by clicking on the CAR Insurance button and view more details on available CAR Insurers.

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.

Check out more content here

 


To view more from our How-To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: Navigate to the Advisories Options

View this quick video tutorial from The How-To Series – How To: Navigate to the Advisories Options
(Duration 56 seconds)
View All your Advisory Settings, Resend Advisories, View Sent Advisories (copies), View Advisories Online.

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.

Check out more content here

 


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: View Billing Info

View this quick video tutorial from The How-To Series – How To: View Billing Information
(Duration 1 min 22 seconds)
View All your Billing Information including current Invoices, Payment History, Make a payment and uploaded a POP.

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.

Check out more content here


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: View Sent Advisories

View this quick video tutorial from The How-To Series – How To: View Sent Advisories History.

(Duration 59 seconds)

Sent Advisories is a copy of Advisory Emails verbatim at the time they are generated/sent and is available via the Sent Advisories link on your Subscriber profile

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.

Check out more content here


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: Project View Details & Functionality

Download, Monitor, Set Reminders, Add Notes, Follow-up with our Researchers and so much more functionality when Viewing a Project on L2B – here’s a quick video tutorial from “The How To Series”.

(Duration 2 min,51 sec)

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.

Check out more content on our Pages: Leads2Business LinkTree

 


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: Tender View Details & Functionality

Download, Monitor, Set Reminders, Add Notes, Follow-up with our Researchers and so much more functionality when Viewing a Tender on L2B – here’s a quick video tutorial from “The How To Series”.

(Duration 2 min,52 sec)

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

How To: Create a New Bill Request 2021 (L2Q)

Create a New Bill Request v 2021. Send us your Bill of Quantities (BoQ) to be formatted and traded. We upload it electronically for you to send out RFQ’s to Vendors and Suppliers. – here’s a quick video tutorial from “The How To Series”.

(Duration 2 min,40 sec)

Do you have a ‘How To’ you’d like us to cover? Leave a comment and let us know.


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

Vendor Quick Guide

Learn about some RFQ Vendor basic functionality with a Quick Guide video tutorial from “The How-To Series”. (Duration 1m 37s)

Record your responses, respond to quotes online and improve your indicator.

 


To view more from our How To Series, please visit Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view our Wiki Help with screenshots and video tutorials, please visit Leads 2 Business Wiki.

About Sasha Anderson

Millennial Mom + wife living the hash-tag life. Remember: If You Fail - Fail Forward

1 2 3 4 6