Watch the video here:
Optimizing My Profile
If you have an account in the BidSync Classic application, or if you do not feel that your notifications are in line with what your company does, it is important to update your Bid profile to ensure that you get notified of the correct opportunities for your company. Follow the instructions below to update you preferences to allow for the most accurate notifications; this will help you to get the most out of your account.
There are several areas that can be updated within your account to increase your success in getting bid opportunities:
- Regions
- NIGP Classifications
- Notifications
- Agency Types
Follow the steps outlined below to begin optimizing your profile:
1) Log on to the BidSync website: www.bidsync.com, by clicking on "My Account" in the upper right hand corner.
Then enter your username and password.
2) Click on My Account in the blue menu bar that runs along the top of the page.
Click Company profile on the left hand side to access your account preferences. This will take you to the General Info tab first but you can easily access your settings in the Notifications and Classifications tabs.
3) Review your profile and the regions, classification codes, agency types, and notification settings to ensure you have the correct information selected. If anything needs to be changed, follow the instructions below:
Regions
1) Click on the Classifications tab and then on the blue Manage Regions button. This will open up a pop-up window allowing you to choose the individual states or provinces and counties that you would like to receive notifications for.
2) Select the regions that you want to receive notifications from.
You can expand a state or province to select a specific County by clicking the + sign to expand and the – to compress.
3) When finished adding regions click Save at the very bottom of the page.
NIGP Classifications
1) On the Classifications tab there are four different types of classification codes: NIGP, UNSPSC, CSI, and NAICS. All four types of codes can be updated from this page by simply clicking the tab for that specific type of code and follow the instructions below. Review the classification codes that are already selected on the account, if any changes need to be made, click on the blue Edit NIGP classifications button. This will open a pop-up window where you can add or delete the necessary classification codes.
2) Type in a keyword or code number in the search bar at the top of the screen and click Search or expand the sections of code below the search tool to narrow down the specific codes you are interested in.
3) The matching codes will be expanded in blue with a check-box next to them, if you already have the code selected on your account the check-box will be checked. Read through the list and select the codes that describe your company by checking the corresponding box.
4) When finished selecting codes, click Save at the bottom of the page.
You also have the ability to delete all of the selected codes by using the links at the bottom of the edit window. This can be helpful if you would like to start over without any codes selected on the account.
Notifications
1) The notifications can be accessed under the Notifications tab in the Company profile. Click on the Notifications tab and select which notifications you would like to receive by email and which notifications you would like to receive by fax. You will not be able to select both email and fax for the same type of notification.
2) When finished, click Save at the bottom of the page.
Agency Types
1) This option is located under the Notifications tab in the Company profile. To edit this information, simply select the different types of government agencies that you would like to receive notifications from. Most customers keep all selections chosen to ensure that not opportunities pass them by.
2) When finished, click Save at the bottom of the page.
0 Comments