In this video tutorial, we show how to set up custom bid fields in the admin panel.
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Video Tutorial — Adding default activities in the admin panel
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Video tutorial — Setting up default bid comments in the admin panel
This video tutorial shows how to set up default bid comments in the admin panel so users can click and select common items on the bottom of their bid proposals.
Video Tutorial — Overview of Status and Its Influence on Workflow
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Video tutorial — Setting up default bid line descriptions in admin panel
In this video tutorial, we show how to set up default bid line items in the admin panel to automate the process of creating a bid.
