How To: Set up Advisory Settings

Set up Advisory Settings. Don’t miss out on any leads. Set up or update your Advisory Settings in order to receive leads relevant to your business.
– here’s a quick video tutorial from “The How To Series”.

(Duration 2 min 54 sec)

 


If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view notes with screenshots on how to use our website, please visit Leads 2 Business Wiki.
To view more Events, please visit our Leads 2 Business Blog.

About Sasha Anderson

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

How To: Price RFQ’s Online

Price RFQ’s Online. List your details on our Directory and Receive RFQ’s from Buyers using our Online Pricing Platform. Login and respond to Buyers online and improve your ranking.
– here’s a quick video tutorial from “The How To Series”.

(Duration 3 min, 44 sec)


If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view notes with screenshots on how to use our website, please visit Leads 2 Business Wiki.
To view more Events, please visit our Leads 2 Business Blog.

About Sasha Anderson

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

How To: Create a New Bill Request

Create a New Bill Request. 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,39 sec)

 

To view more content, please visit the Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view notes with screenshots on how to use our website, please visit the Leads 2 Business Wiki.

About Sasha Anderson

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

How To: Request a BoQ on a Tender

Request the Bill of Quantities (BoQ) on a Tender of interest and find your service/product opportunities.
– here’s a quick video tutorial from “The How To Series”.

(Duration 1 min,30 sec)

 

 

To view more content, please visit the Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view notes with screenshots on how to use our website, please visit the Leads 2 Business Wiki.

About Sasha Anderson

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

Simple Tips that will improve Vendor Responses

 

As the main contractor, your daily schedule involves plenty of organizing, planning, and meticulous work. In a busy world with a busy schedule, it is very easy to lose track of time and lose your objective for the day, even if it is just slight details or information that you need to obtain.
When you tender on a project (or a few), the stressful work can get a bit much, but never fear, as Leads 2 Business is here with a solution.

By using our L2Q Pricing Platform, life has become a little simpler in obtaining prices from various Vendors in just a few clicks.

Once a Bill of Quantities has been added onto your pricing platform profile, you can send Request for Quotes (RFQ’s) to various vendors to obtain prices for specific trades that you require.

Our dedicated Control List team will meticulously follow up on these RFQ’s to assist in obtaining the necessary responses.

By using the following tips, the responses you receive from vendors could be improved:

  • Provide vendors with drawings and/or specifications of the project.
  • Should a vendor contact you with regards to the quotation, assist as much as you are able to at the time.
  • Confirm that you are sending the RFQ to the correct vendor i.e read the description of the company, which will give you the necessary insight on their scope of works.
  • Keep an open line of communication, as good communication will assist with dealing with the same vendor in the future. For example; if the tender has been awarded, notify the vendor if you have been awarded the tender or not. This will let the vendor know that he/she is not pricing in vain.
  • Give the vendors sufficient time to respond to the RFQ (at least 5 – 7 days).

Hopefully, using these few tips, it will assist in an even smoother process to obtain your responses from various vendors, without being bombarded by unnecessary responses that you don’t need.

Feel free to give us a call if you require more information about our Leads 2 Quotes package on +27(0)860 836 337.

 

To view more articles, please visit the Leads 2 Business Blog.
If you are interested in becoming one of our subscribers, please visit Leads 2 Business.
To view notes with screenshots on how to use our website, please visit the Leads 2 Business Wiki.

About Nadine Vermeulen

I started working at Leads 2 Business in October 2014 in the Leads 2 Quotes Department. I managed all the Daily Tender Bill Requests and followed up on BoQ's for our Daily Tender Subscribers. In 2017, I was promoted to L2Q Assistant and now work with Bill of Quantities for Contractors. 🙂

Did you know #DYK: How to contact the Researcher

How to contact the Researcher

How to Contact the Researcher

 

Isn’t it a good thing that we no longer live in an era where smoke signals and Morse code are all we can rely on for communication?

Just hoping something will be done about a situation, does not, in fact, make it happen. So, if you do not ask, the answer will surely be “No”.

If you need assistance, even if we can’t get the info you need, you can at least ask. If you do not ask, we can’t even begin to imagine that you might need that information.

So, it is as easy as 1, 2, 3…

 

1 – Phone us! It is direct, and can be dealt with immediately, and is probably the fastest way to communicate. You are transferred to the Researcher who is dealing with that tender or project, who would know what you are talking about.

0860 836 337 – 033 343 1130 – 087 150 1465

 

2 – Email! This is a wonderful way to communicate and much easier to keep track of. If used correctly, you will be in contact with the correct person straight away.

Found at the top of a live Tender Page. This would be used for any additional information you may need regarding the tender notice, that is not on the advert.

Found in the top right corner of the Tender View Page. These links are for requesting certain documents relating to the specific tender you are viewing. For example the Bill of Quantities (BOQ), the Site Attendance Register or Bidders List.

 

3 – Live Support. This is a new feature to some, but also extremely fast and effective. And an added bonus to keep track of your query. It is displayed as a set of earphones.

Found at the top of any page on the Leads 2 Business website, in the top right corner next to your name.

You can even find assistance in the top left corner of our website while not logged in.

So next time you think a Site Register or Scope of Works will fall from the sky… Think again, and please ask.

If you are interested in becoming one of our subscribers, please visit our website.
To view notes with screenshots on how to use our website, please visit our Wiki site.
To view more articles, please visit our blog.

About Antonette Claassens

I am a fanatical researcher who takes immense pride in the information I publish and those all-important finer details. When I'm not "researching up a storm", I love the ocean, fab music, and fine dining.

L2B Blog: Reporting for Dummies (Part 2)

 

Your Online Footprint:

 

A. Online Activity – This details your overall usage statistics, such as how many searches you have performed, items you have viewed, downloaded, monitored or annotated, you can search up to 3 months.

By clicking on the blue links, you will be able to view the specific Projects / Tenders viewed or monitored over the period selected.

 

B. Site Engagement – provides a graph showing the number of searches performed on the site and the number of Leads that have been tagged within the time period chosen, not exceeding 3 months.

By clicking on the headings, you can expand the categories to see the searches performed and you can choose to perform that specific search again, or to display the date, name of tag and item tagged.

 

C. Project Engagement – This details your engagement with Project Leads. Informative graphs illustrate your Industry focus, what stage of the project lifecycle is beneficial to your business, which geographical area you target and the allocation of potential revenue values across the projects you monitor, can be searched for the last 3 months.

 

D. Tender Engagement: This details your engagement with Tender Leads. Informative graphs illustrate your Industry focus, which geographical area you target and the allocation of potential revenue values across the tenders you monitor. You can search for up to 3 months.

 

E. Vendor Engagement: This details your engagement with the Requests for Quotes you have received from Buyers on our site. It showcases the Requests you have responded to by pricing online /offline or declining to price. You can perform a search for three months.

By clicking on the headings, you can expand the various categories to see the specific instances where you have priced online, submitted your intension to price, declining to price or not responded to a RFQ.

 

F. Buyer Engagement: This details your engagement with Bills of Quantity you have sent using our electronic pricing distribution system for up to a range of 3 months.

With regards to all the graphs, you have the ability to download the graph to the following formats: png, jpg or pdf. You can also annotate the graphs with your own notes and observations and open the graphs to full screen.

 

Part 3 of Reporting for Dummies coming soon…

About Cecile Van Deventer

I joined the L2Q Team in 2006, as a L2Q Support Assistant and have been the HOD since 2010. I supervise L2Q Bills, Daily Tender Bills, Control Lists and Directory.

Did You Know #DYK: How to use the calendar

How to use the calendar

In this busy lifestyle, it is so easy to forget appointments, especially when handling various tenders and projects on hand. Thanks to Leads 2 Business we have a solution to help you not miss out on any of your site meetings and appointments that will help you get your foot in the door at the precise time.

You can thank us later!

Thanks to the Calendar feature that syncs your selected reminders to your emails it will make it easier for you to remember the important dates.

How do you utilise this feature you may ask? Easy!!!

Once you have opened up your selected Project or Tender that you are interested in.

You will see the Reminder Icons on your right adjacent to the Assigned Icon

 

 

And next to the Site Inspection and Closing Date for Tenders

 

Click on the Reminder Icon and a pop-up screen will appear as below.

You will then click on “Create reminder” which will take you to the next step which will give you a selection of options.

You then have the option to select the reminder you need and insert a small note if it is a follow-up reminder. The reminder can be sent to your email and your mobile phone (depending on your preferred method of communication). Please note the mobile reminder will only reflect should you have an active mobile number on your profile.

Once you have completed the steps above, click on save changes to save the reminder.

The reminder will then reflect on your calendar.

Please note the time reflected on your reminder is not the time your reminder will be sent to you.

The reminder will be sent to you on the morning of the reminder date so you can plan your day more efficiently.

The website also has a Download ICS function on the calendar that can assist you to synchronise your reminders with your email Calendar, given that your program is compatible, for eg. Outlook.

You can use this in the following steps:

Click on the “Actions” icon on your calendar

 

Once you click on “Download ICS”, it will give you a range of calendar selection, selection the option you prefer and apply.

 

So there we have it, now you have no excuses to miss any appointments and get the ball rolling on prospective tenders and projects.

If you are interested in becoming one of our subscribers, please visit our website.
To view notes with screenshots on how to use our website, please visit our Wiki site.
To view more articles, please visit our blog.

 

 

About Sharika Raman

I have worked for Leads 2 Business from January 2015. I started in the Leads 2 Quotes Department for Directory, in January 2020 I was promoted to the Deputy Head of Department for Leads 2 Quotes and in July 2021 I was promoted to the Accounts Department as a Debtors Administrator. I enjoy time with my family creating memories, I like to socialize but also enjoy time to myself so I try to keep a balance by indulging in some quiet time when I can. I see myself as a realist, amazing wife and awesome mom…I am sure my family would agree.

Did You Know #DYK – Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

The last thing you want is for your inbox on the Leads 2 Business system to be overloaded and inundated with e-mails, so to make your life easier, be organised.

We tend to leave things to pile up, and emails flow in faster than they can be sorted out, this could often lead to missing important e-mails….. That is why Leads 2 Business gives you options – To simplify and focus your leads. It will only take a few seconds every now and then, to just systematically arrange your emails into the correct folders provided.

How to clean up your Inbox: Let’s get started

Your inbox can be accessed in 3 different ways on the site:

  • Top right hand corner under your name;
  • Small envelope on the top right hand corner; or
  • On the left hand side just under the Leads 2 Business logo

Once you have opened your inbox, different folders are provided:

 

 

 

  • Compose – new e-mail;
  • Inbox – where your e-mails are received and from here you can categorize them into the various folders under the green Actions button;
  • Important – If you have marked your e-mails as important, they will be saved here;
  • Trash – If you decide to delete e-mails, they are moved to Trash and from here you can also Restore them and they are moved back to your Inbox,
  • RFQ notices – Once the buyer has made changes to a RFQ that was previously sent to you, you are automatically notified via email which you will receive in the RFQ Notices received.

Sent:

  • Monitors – Emails that you have sent to your monitors as well as tenders or projects that you have assigned to your monitors will be displayed here,
  • Professionals – E-mails that you have sent to professionals as well as via the directory,
  • RFQ Notices – E-mails or amendments made to RFQ’s that you have sent as a buyer to the vendors.

Your Team:

A list of your monitors are displayed here and in order to send them an e-mail, just click on the preferred monitor.

Next Step – Cleaning up Projects

Private Projects consists of predominantly large privately funded projects which follow the progress from the procedural stage right through to the completion stage. Our private projects subscribers receive a private project advisory (PPA) whereby they can also monitor the projects of interest in order to receive any notes and updates made to the specific project. Leads 2 Business gives you the option to “Clean up your Projects”, so again, you can be a bit more organised and not have projects floating around that you might not need at that stage.

This is how:

Hover your cursor over your name (top right hand corner) and select Profile Settings, proceed to the last option which says “Cleanup Projects”, and it takes you through to the following page:

Basically this function allows you to remove monitored projects at any stage and if, some time in the future you needed any of them again, there is another option to reinstate them. Select which of the project statuses you want removed, click on “Remove Selected”. If you want to reinstate them, select your choice and click on “Re-Instate Selected”. As easy as that…another great way of getting yourself organised.

Getting organised is a daily struggle. In my humble opinion, it will be easier to get into a daily routine of clearing and organising your inbox 🙂 So…what are you waiting for?

 

If you are interested in becoming one of our subscribers, please visit our website.

To view notes with screenshots on how to use our website, please visit our Wiki site.

To view more articles, please visit our blog.

About Bianca Edgcumbe

I started working at Leads 2 Business in May 2013 in the Africa Tenders Department. I worked my way to the Leads 2 Quotes Department in September 2016 and have been there ever since.

1 4 5 6 7 8 9