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Category: Profile Settings

Your Profile

Cleanup Projects

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 Projects

To Cleanup Projects run your cursor over your name in the top right hand side of the page, and select Profile Settings

Select ‘Cleanup Projects’:

Click on the Project Status’ that you wish to unmonitor in the block on the left. Once you click on the status it will move over to the block on the right hand side. Once you have selected all the status’ that you wish to unmonitor, click on ‘Remove Selected’

Bulk Allocate

To Bulk Allocate run your cursor over your name in the top right hand side of the page, and select Profile Settings

Select ‘Bulk Allocate’:

Bulk Allocating will select to monitor all Projects that fit into the filters that you have selected for your Daily Advisories. You will receive emails on all Projects that you are monitoring as soon as they are updated or changed in any way.

Upload Your Logo & Signature

To upload your company logo and email signature (these will automatically be attached onto emails that you send to contacts on the L2B website) run your cursor over your name in the top right hand side of the page, and select Profile Settings

 

 

 

 

 

 

Select ‘Email Signature’:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Select ‘Upload Logo’, you will then select your company logo from your PC. Please note that you are only able to load Image Files.

You may then update your email signature. Your email signature may only be text, it does not allow for images.

Click ‘Save Changes’. Your Logo and Email Signature will now be saved on the site and will be included in any emails you send to professionals from the email link on Projects as well as any emails sent to contacts from the Directory

Change Password

To update your Password run your cursor over your name in the top right hand side of the page, and select Profile Settings

Select ‘Change Password:

Enter your current password in the first block, then enter your new password into the second and third blocks. Your password needs to be at least 6 characters long.

Then select ‘Change Password’ at the bottom

Personal Info & Company Details

To update your Profile Filters run your cursor over your name in the top right hand side of the page, and select Profile Settings

 

 

 

 

 

 

 

 

This will take you to your Personal Info Page:

Please ensure that all your contact details are correct. This is vitally important to ensure that prospective clients are able to access your correct details on our site should need to.

*NB* Please note that your email address is not listed on the site for others to see, they are only able to email you through the email link that appears on your Directory Listing.

To check your Branch Details, click on your company name under “Branch” on the bottom left of your screen:

Here it is important to check that your “Branch Description”, “Branch Capacity”, “Serviceable Regions” and “Trades” are all listed correctly as these will determine which RFQ’s are sent to you by main contractors.

Also check your “Contacts” on the Left hand side of the page to confirm if the correct contacts from your branch are listed.

Under Division you will be able to see if your CIDB Rating, BEE Level and Website address are listed:

Daily Advisories

A Daily Advisory is an email sent every afternoon to let you know of all the Projects and/or Tenders published each day according to the filters that you have set up for your profile.

To view more details online, click on the reference number: