Learn how to clean your CSV list and prepare it to go into ResponsiBid. There are lots of little tricks here that apply to best practices of any CSV import/export. You will learn how to make a dirty csv into a clean csv file and how it all works. Simply go to Settings > Contacts […]
Company options
Change User Password
You can change your password in one of 2 scenarios: If you have forgotten your password, simply go to the login screen and then click “Forgot Password?” this will allow you to reset your password through the automated system. If you remember your password, or want to change the password that the automated system gives […]
Notification email subjects
Go to: Settings > Company Profile Open up the Notification Email Subjects accordion. This will allow you to customize how notification emails will come in after each bid is complete or goes pending. This way you can choose to have the person’s name and service area within the subject line of the email if you choose.
Setting up the success & failure page
Go to: Settings > Company Profile Open up the Success Page accordion. There are 2 tabs on this page: Success Page: This tab is where you will create the area that will be seen by someone who is viewing a proposal and selects the call to action button indicating that they want to move forward. Here […]
Create and manage users
Go to: Settings > Company Profile Open the Company Users accordion You can edit your user account or create a new user if you are an administrator. When you create a new user you can determine which parts of ResponsiBid they can access if they are a sub user, but if you make them an […]