Open Quotes Quick Guide
Full details on Submitting Pricing Online and Broadcasting Detailed overview on Open Quotes Vendor Home Page More on Your Indicator here
Full details on Submitting Pricing Online and Broadcasting Detailed overview on Open Quotes Vendor Home Page More on Your Indicator here
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 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
If you Registered Online and currently have a re-occurring monthly card payment that has been unsuccessful: As per our Terms (Privacy-Policy). All subscriptions are ongoing and payable in advance and your payment will re-occur monthly on the same day you … Continued
If you Registered Online and currently have a re-occurring monthly card payment and you want to add a new card: As per our Terms (Privacy-Policy). All subscriptions are ongoing and payable in advance and your payment will re-occur monthly on … Continued
If you previously Registered Online via https://bid.l2b.co.za/register or pay your Subscription via Card on a re-occurring basis you can now also process a Cancellation online Step 1 – Go to Billing Information (you need to be logged in) Step 2 … Continued
This solution will assist where you are trying to import reports from a CSV file and all results appear on the first column separated by commas instead of in separate columns. This will then ensure that all .csv files are … Continued
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
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
Have you just registered with Leads 2 Business? You’ve received your Welcome and Confirmation Emails and now you need to log in and go exploring. Find out how – here’s a quick video tutorial from “The How To Series”. (Duration … Continued
Are you a buyer using our Leads 2 Quotes (L2Q) system? Do you want to create a list of Vendors you can contact regularly or find easily? Add a Branch as a Preferred Vendor and they will also appear at … Continued
Do you have a Frequently Asked Question you’d like us to answer? Leave a comment and let us know or view our Leads 2 Business FAQ’s (Frequently Asked Questions) as we may already have answered it. Find out how – … Continued
Have you just registered with Leads 2 Business or been using the site for a while? Have something you would like to do but not sure where to start? TLearn & find help from our online wiki help website through … Continued
Do you want to view the most viewed and/or most monitored Projects and Tenders on Leads 2 Business? Check out our Trending functionality under Reporting and select your preference to view the results via the Search Page. Find out how … Continued
Do you want to contact a specific Professional from our Directory? Are you looking for more information specific to a Professional on a Tender or Project? Email this Professional. Find out how – here’s a quick video tutorial from “The … Continued
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 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
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
Do you want to view your timeline of activity over a certain date range on Leads 2 Business? Find out how – here’s a quick video tutorial from “The How To Series”. (Duration 2min11s) If you are interested in becoming … Continued
Do you need to Add and Remove Monitors from your Leads 2 Business Profile? – here’s a quick video tutorial from “The How To Series”. (Duration 1 min, 27 sec) If you are interested in becoming one of our subscribers, … Continued
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
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
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.
Do you want to create a list of Professionals you can contact regularly or find easily? Add contacts as a Favourite Professional. Find out how – here’s a quick video tutorial from “The How To Series”. (Duration 1m39s) If you … Continued
Do you want to keep an eye on your Online Footprint Reports? We have compiled a series of helpful reports to assist in assessing the information you use on the site. In Part 1 we will be covering Online Activity, … Continued
Company Usage also referred to as a Usage Report can be used for Reporting. View the Usage for your Company, Divisions, Branches and Contacts. Select applicable dates, user types and categories and get your reports now! Find out how – … Continued
Monitor reporting can be a very useful tool to keep track of the leads monitored by your monitors. Search, View and Download each Monitors Prospect list and interactions with each lead. Find out how – here’s a quick video tutorial … Continued
Would you like to download a report of your Projects and Tenders per Region? Find out how – here’s a quick video tutorial from “The How To Series”. (Duration 2min2s) If you are interested in becoming one of our subscribers, … Continued
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 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
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.
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 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
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
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’:
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
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
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
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
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
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
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
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
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
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:
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
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
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
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
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
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
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
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
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 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
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
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
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
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 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
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 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
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
When downloading a CSV file from our site using MS Excel only please use the following steps to separate the data into multiple columns: Save .csv file to your computer. Open a blank Excel workbook. Navigate to the Data … Continued
On the Updating the Information on Your Bill of Quantities Page To alter the Respond by Date or Closing Date on a Contract (due to extensions), click on the relevant Contract Number of the L2Q Project on the Buyer Home. … Continued
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
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
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
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
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
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
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
If you are looking for assistance when you are online and logged into the website, listed under the Leads 2 Business logo on the home page, on the dropdown menu on the left hand side of your screen, scroll down … Continued
The Monitor button – (previously known as “Send Me Updates” or “Assigned to”) allows the Main User and/or Monitors to be assigned to the Project or Tender Lead in order to receive updates/changes. A pop up box will appear where … Continued
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
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
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
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 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
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
You can either click on the envelope next to your name, or click on the drop down arrow next to your name and select “Inbox” or you can click on “Inbox” to view sent and received e-mails (Emails that were … Continued
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
Click on the drop-down arrow next to “All” and you can search the system for all Projects, Tenders, Directory, News and All (all of the above) on the system at the same time or you can minimize your search and … Continued
To hide the Toolbar and the L2B Logo, click on the 4 horizontal lines and to bring the toolbar back, click on the lines again.
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
Tender Award Notes – These notes will indicate the latest information concerning the award and will be dated, and show the applicable L2B Researcher.
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