Once the information is captured from the email, you may want to adjust some of it. For example, if you got a call from a GC who told you that they were willing to accept bids a day later, you might want to edit your bid board to reflect those changes.

To edit any of the fields, just hover over them and click on the edit button. In this case:

In real-time, that looks like this:

​

One of the most common edits is the stage of the bid. If you want to decline or accept a bid, you can do so through the options placed above the name of the bid.

To make the bid as undecided, accepted, submitted, declined, awarded, or lost, click the dropdown that says the current phase of the bid. In this case, "accepted":

From there, just choose the new phase of the bid.

Here's what all that looks like in real-time: