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COMPAS Go: Channel Partner's Bid Calendar - Publish Sandy Articles
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COMPAS Go: Channel Partner's Bid Calendar


This article describes the new feature that is added to COMPAS Go ... Bid Calendar.

The Bid Calendar features allows users to visually see a calendar of their bids, as well as shared bid calendars.  The following are the options available to the channel partner.

1. By default, your Bid Calendar will default to show only the users' bids.  However, if Siemens sales shares a Bid Calendar the customer can the following option.

2. Click on the icon "". On doing so, the user has the following information to select the Bid Calendar group to select.

It will list the group that is shared as shown below

3. Select the group and click on the "Apply & Close" button to have all the quotes shared by the field sales user.

Note:

  • If a channel partner would like to create a custom Bid Calendar group, please reach out to your area bid coordinator or sales person and they can assist.
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