User Change

posted in: Profile | 0

You are now able to perform a User Change via your Leads 2 Business Settings without forms. Performing a User Change will transfer Advisory Settings, Add a new Advisory Recipient, Send Daily Advisory Email Confirmation and Resend Login Details. Our … Continued

Register Online

Register Now and get immediate access to valuable Leads. Our Online Registration Process couldn’t be simpler. Step 1 – Complete your Registration Details via https://bid.l2b.co.za/register and click All fields marked with * are compulsory Password needs to meet the following … Continued

Your Notes

posted in: Tender Glossary | 0

Your Notes which are found on both Projects and Tenders have 2 Sections: “Are you involved in this Project/Tender?” – which is a drop-down selection Add a New Note – which allows you to add any custom note3   “Are … Continued

Project Search

posted in: Projects | 0

Selecting Projects under Category will list the Project Leads that meet your search criteria.   Category Selecting Projects will highlight both Building and Infrastructure. Alternatively, you can select either Building or Infrastructure independently. Industry: Selecting Industry will highlight all the … Continued

Buyer

posted in: L2Q | 0

Is defined as the Main Civil and Building Contractor (Estimator or Buyer) that sends RfQ’s (Request for Quotes) to Vendors (Sub-Contractors and Suppliers).

How To: View Market Intelligence – Projects

Do you want to view a visual overview of Leads 2 Business content? View Market Intelligence specifically Project related information represented with various graphs. Select your preferred date range, download, customize and view more details. Find out how – here’s … Continued

Daily Advisories

posted in: Profile | 0

Daily Advisories can be accessed in various forms via the menu’s   The Daily Advisory Email is sent every afternoon to let you know of all the Leads (including Projects, Tenders and/or Open Quotes) available each day according to the … Continued

How To: View Market Intelligence – Tender

Do you want to view a visual overview of Leads 2 Business content? View Market Intelligence specifically Tender related information represented with various graphs. Select your preferred date range, download, customize and view more details. Find out how – here’s … Continued

How To: Transfer/Copy Monitor Projects & Tenders

Do you need to Manage your Monitor’s Projects and Tenders? Transfer or Copy leads from one Monitor to another Monitor. – here’s a quick video tutorial from “The How To Series”. (Duration 1m17s) If you are interested in becoming one … Continued

Personal Info & Company Details

posted in: Profile | 3

To update your Profile Filters Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile   This will take you to your Personal Info Page:   Please ensure that … Continued

Buyer Login

posted in: L2Q | 0

Once logged in on your Dashboard, click on “Buyer” on the left menu under Home  or “L2Q Buyer” on the bottom of the RFQ’s Sent red block.

How To: Manage Notifications

Have you received Notifications? These could be about developments on L2B, Notes on your Leads made by yourself or your monitors or Requests from your monitors to Monitor/Unmonitor Leads. Manage your Notifications today. Find out how – here’s a quick … Continued

Company Usage

posted in: Dashboard | 2

Company Usage also referred to as a Usage Report is located on the Dashboard menu on the left hand side under Reporting. When clicking on Company Usage the following page will appear. If you click on Company, Division, Branches, Contacts … Continued

Floor Levels Filter

posted in: Search | 0

The Floor Levels Search enables you to filter your search by Floor Levels: By selecting the various options under Floor Levels you can filter your search by either Two, Six, Over Ten, Unknown or Single Levels.

L2B Wiki Help

posted in: Dashboard | 0

Before logging in, you can access L2B Wiki Help by selecting “Help”:     Our Subscribers can access the L2B Wiki Help by selecting “Help” under Support on the grey toolbar from the left:   Alternatively, L2B Wiki Help can … Continued

Create a New Bill Request

posted in: L2Q | 0

Create a New Bill Request also referred to as an “L2Q Request” is required in order to send out Trades (RFQ’s) to Vendors/Subcontractors/Suppliers on a BoQ to gather your prices for Tender Submission. Please note that the L2Q Request comprises … Continued

Change Password

posted in: Profile | 4

To update your Password Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile   Select ‘Change Password:   Enter your current password in the first block, then enter … Continued

Subscribed To

posted in: Profile | 2

To view which services you are subscribed Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile     Select ‘Subscribed To’:  

Upload Your Logo & Signature

posted in: Profile | 1

To upload your company logo and email signature (these will automatically be attached onto emails that you send to contacts on the L2B website) Click on Settings > Profile on the left-hand Menu or via the drop-down under your name … Continued

Cleanup Projects

posted in: Profile | 0

If you find that you are monitoring a lot of Projects which you no longer wanting to monitor, i.e. they have been completed and are no longer relevant to you, it is possible bulk unmonitor by Project Status via Cleanup … Continued

Bulk Allocate

posted in: Profile | 0

To Bulk Allocate Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile Select ‘Bulk Allocate’:   Bulk Allocating will select to monitor all Projects that fit into the … Continued

Monitors – Calendar

posted in: Dashboard | 0

The “Calendar” is where you can view reminders that you have set for tenders and projects in a calendar format. Please click on link how to set a reminder https://wiki.l2b.co.za/reminders/ You can view or edit your reminder by simply clicking … Continued

Project Search Results

posted in: Projects | 0

Search Page Result: Explanation of details on the search page prior to opening the Project Lead to view in full: Name of Project: Unique PPA number allocated to Project Lead when added to the database: Status of Project Lead: Value … Continued

Reporting – Monitors

posted in: Dashboard | 2

Under Reporting you are also able to get reports for your Monitors: The following page will be displayed. You can also download the report using the icon on the graph.   Main Users & Monitors (can only view their own … Continued

Online Footprint

posted in: Dashboard | 0

You are able to get Reports of your Online Footprint: You can select the various options Online Activity Project Engagement Vendor Engagement Site Engagement Tender Engagement Buyer Engagement Each option will open reports relevant to option you have chosen, they … Continued

Your Timeline

posted in: Dashboard | 0

By selecting Your Timeline under Reporting:     The Search page will open to show the report of your timeline on the system: You are also able to filter the results By date range   2. By Projects/Tenders

Design your own Report

posted in: Dashboard | 1

You are able to Design your own report for Projects & Tenders under Reporting by clicking on: The following page will open up and you can select your content option and click : 2. You can then select your report … Continued

Reporting

posted in: Dashboard | 0

On the Dashboard on the left hand menu there is Reporting: If you click on reporting it will give you a drop down menu with various options:   

Most Viewed/Monitored

posted in: Dashboard | 0

If you click on Most Viewed: It will open a search tab page showing the relevant results: If you click on Most Monitored: It will open a search tab page showing the relevant results:

Document URL

When there are tender documents available for download, this field will be populated and appear as so Please click where indicated and you will be able to download the tender documents made available on the organisation website. Should the above … Continued

Notifications

posted in: Dashboard | 0

Users will receive notifications for the following: Notice – Leads 2 Business (Updates relevant to the services you are subscribed) Leads – Notes that you/your monitors have made on Projects or Tenders Requests – To Monitor Requests – To Un-monitor … Continued

Update Your Password

posted in: Dashboard | 0

To update your password Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile Click on ‘Change Password’: Enter your current password in the first block and then enter … Continued

Billing Information

posted in: Dashboard | 0

This is information pertaining to your Account with Leads 2 Business with your Account Number Listed as well. Account: You can view any payments currently outstanding Invoice History: Reflects your invoices *Note: Invoices are shown for the current financial year. … Continued

Leads

posted in: Dashboard | 0

Leads If you want to view all your leads from the Previous day, you can view the leads here with various options how to view the leads. If you would like to Monitor a Lead click on the following icon. … Continued

Favourite Professionals

posted in: Dashboard | 0

There are 3 ways to Add a Favourite Professional: 1. On the Search Page Results -by clicking on the Star next to the contact name which turns to gold if the contact is a Favourite Professional 2. On the Contact … Continued

View Pending L2Q Projects

posted in: L2Q | 0

Your Pending L2Q Project application can be defined as: •Your Bill of Quantities is being processed. •We have received your request and are awaiting your Bill of Quantities or trying to source the BoQ. To view your Pending L2Q Project … Continued

View Active L2Q Projects

posted in: L2Q | 0

Your active L2Q projects can be defined as follows: An active L2Q project is where we have received the Bill of Quantities, processed and uploaded it, and the bill is ready for distribution by the Buyer. To view your active … Continued

View Drawings / Specifications

posted in: L2Q | 0

To view uploaded drawings/specifications, click on the icon under the “Drawings / Specifications” column next to the relevant L2Q project on the Buyer Home. Select “Drawings” and download the relevant drawings/specifications on the next screen. If there are no links … Continued

View Archived L2Q Projects

posted in: L2Q | 0

From the drop-down menu under “Actions”, select “Archive Job(s)” (L2Q project(s)). Your Archived L2Q Projects can be defined as: Once you have completed the pricing process and the closing date has passed, you can archive projects. Should you wish to … Continued

Trade Mapping in L2Q

posted in: L2Q | 0

Trade Mapping allows the Buyer to specify which trade they would like a specific trade to fall under. For example, instead of splitting Crushed Stone, Gravel and Sand to this trade, they might prefer it to be left with Earthworks … Continued

Sending out RFQ’s

posted in: L2Q | 0

Once your Bill of Quantities is uploaded, you are able to send out your Bill Trades to Vendors and/or Subcontractors. On ‘Buyer Home’, identify the L2Q Project you wish to send out and click on ‘Request Prices’. You will be … Continued

Add a Preferred Vendor

posted in: L2Q | 0

When you select a Vendor as preferred, they will display on your Buyer Homepage. When you send out RFQ’s, your “Preferred Vendors” will appear at the top of your search results, making it easy for you to find them. You … Continued

My Bill: Add Item(s) In Bill

posted in: L2Q | 0

Adding Item(s) in Bill On the ‘Buyer Home’, click on ‘Request Prices’ of the control list you wish to add items to. Click on “Actions” and select “My Bill” from the drop-down menu. Use the filters at the top of … Continued

My Bill: Change Item Trade

posted in: L2Q | 0

  Change Trade in Bill On the ‘Buyer Home’ click on ‘Request Prices’ of the bill, you wish to change trades in. Click on “Actions” and select “My Bill” from the drop-down menu. Once the Bill has loaded, choose ‘Change … Continued

Advanced Search

posted in: L2Q | 0

Advanced Search allows the Buyer to distribute selected items, to a different Trade when sending out RFQ’s. On ‘Buyer Home’, identify the L2Q Project you wish to send out and click on ‘Request Prices’. Click on the expand icon next … Continued

Control List Progress

posted in: L2Q | 0

On the ‘Buyer Home’ identify the L2Q Project you wish to interact with, click on the icon in the ‘Control List’ column. This will direct you to the Control List that was created by sending out the RFQ’s. Using the … Continued

User Tags Search Filter

posted in: Search | 0

User Tags are used to tag a keyword to a specific Tender/Project (one could imagine it being like a filing system, the tags are the individual “files” and the search result is the “filing cabinet”): Note: The “Ignore” tag will … Continued

Download Control List

posted in: L2Q | 0

The Control List is a summary of all the Vendors that the Buyer has sent RFQ’s to. To download the Control list, identify the L2Q Project you wish to interact with, click on the ‘book’ icon in the ‘Control List’ … Continued

Send a RFQ Notice

posted in: L2Q | 0

Once the bill has been sent to your Vendors, a Buyer can communicate with their Vendors any changes, notification of additional drawings and/or addendums to the bill by sending out an RFQ Notice. On the ‘Buyer Home’ page identify the … Continued

Monitors

posted in: Dashboard | 0

Monitors  Monitoring enables you to receive regular updates via e-mail on any changes to the Project or Tender Notice (i.e. Closing Date extension, status change, etc). This feature also enables you to draw reports of all monitored items. A maximum … Continued

Support

posted in: Dashboard | 0

Support Selecting the drop down arrow next to “Support” will take you through to all the support options as follows:                                       “Live Help” Please … Continued

Settings

posted in: Dashboard | 0

Settings will take you through to the following Options: “Profile” can be viewed here “Advisory Settings” can be viewed under Advisory Settings and Advisory Filters “Tag Management” is where you can view and manage your Tags such as create, remove, rename, … Continued

Trending – Market Intelligence

posted in: Dashboard | 0

Trending > Market Intelligence This is where you can see a visual overview of what content Leads 2 Business have published.   Market Intelligence  > Projects Click on ‘Reporting on the left side of the page and select ‘Trending’ and … Continued

Monitoring

posted in: Dashboard | 0

To manage your monitors, go to your Dashboard, Click on “Settings” and Select “Your Monitors”.                                 This will open a page where you, as main … Continued

Importing Monitors

posted in: Dashboard | 0

Under the “Actions” button at the top right of the page, you can also “Import Monitors”. This functionality will only be available to subscribers that have had access to our website prior to July 2016, who made use of the … Continued

Viewing the Contact

posted in: Directory | 0

From the Search Page Click on a contact name to open it up to the view page: This will display all the Contacts information. On the left the following will display (if available): Contact Details Email this Professional (see below) … Continued

Home

posted in: Dashboard | 0

“Home” will take you through to the following options:                       The dashboard will take you back to the Dashboard (Home Page). Please click on the link to view in detail how … Continued

Advisory Settings Wizard

posted in: Dashboard | 0

Your advisory filters are the key to receiving the relevant information from Leads 2 Business on a daily basis. The Daily Advisory is sent via e-mail in the afternoon and contains a summary of all the new projects and tenders published … Continued

View Project Lead

posted in: Projects | 0

  Project Title This is the title of the Project. If it is a mixed use development, the component of the development will be indicated after the hypen Dismiss Lead Clicking on dismiss lead will remove the Project from your … Continued

Request to Monitor a Project

posted in: Projects | 0

Monitors Request Monitors are able to request the monitoring or removal of monitoring of a Project/s either from the search page or from the individual project Request to monitor from Search page Do the required searches and once you have … Continued

Library

posted in: Dashboard | 0

If you are looking for various documents to view and download, the Library is where you will find them. Under Library which is located under Support on the drop down menu on the left hand side of your screen when … Continued

Help

posted in: Dashboard | 0

If you are logged into the website and wanting assistance or help with navigating the website, this help facility can assist you. You can find this help facility under Support on the menu on the left hand side of your … Continued

Contact Us

posted in: Dashboard | 0

If you are looking for some support on the website and/or wanting to get in touch with Leads 2 Business, this is where you can find the support and help. Maybe you would like a Sales Executive to get hold … Continued

Profile Settings

posted in: Dashboard | 0

Click on Settings > Profile on the left-hand Menu or via the drop-down under your name (top right) click on Profile You can view and update the following by clicking on the relevant tab/heading: Your Personal Info Perform a User … Continued

Resend Advisories

posted in: Dashboard | 0

  Click on “Resend Advisories” via your name or the menu. The blue block indicates the date you would like to receive the advisories. Select a different date if you’d like to. Select the advisory you would like to receive … Continued

Advisory Settings 

posted in: Dashboard | 0

Advisory Settings  Your Advisory is the e-mail you receive on a daily basis with a summary of all the leads for that particular day that are of interest to you. Your Advisory Settings are very important as if you have … Continued

Your Login Name 

posted in: Dashboard | 0

If you click the drop-down arrow next to your Login Name the following selection will appear Advisory Settings Resend Advisories Sent Advisories View Advisories Profile Settings Calendar Inbox    

Live Help – Ear Phones Logo 

posted in: Dashboard | 0

If you require assistance you can speak to one of our friendly and helpful staff members by simply clicking on the Earphones logo (or go to “Support” and click on “Live Help”) and you will be responded to almost immediately, … Continued

L2B Logo

posted in: Dashboard | 0

L2B Logo – Takes you back to the Dashboard To return to the “Dashboard” click on the Leads 2 Business Logo. Another way to get back to the Dashboard is to go to “Home” and select “Dashboard”  

Tender Award

posted in: Tender Glossary | 0

Tender Award – This will show the Date of the Award and the Awarded Value (if known). This section will also show the L2B Researcher who followed up on the award information. The Researcher’s name will be a link, allowing … Continued

Awarded Companies

posted in: Tender Glossary | 0

Awarded Companies – If a tender has been successfully awarded to a company or companies, this section will display the Awarded Companies details. Contact Details – This is the contact details for the awarded company. View Linked Items – This … Continued

Region

posted in: Tender Glossary | 0

Region – Leads 2 Business research tender notices throughout South Africa and a number of countries in Africa. Depending on the details supplied in a tender, the Region could either be a Country, a Province, a Provincial Dialing Code area … Continued