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
Once you have clicked on the (submit price)Icon: You will be redirected to the following page where you can either set your own terms and conditions “Set Current Terms as your Default” (You will have to populate the below empty … 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
Buyer/Bill Reminders display via the Calendar in Red for each Contract and include Respond By Date and Closing Date. An email reminder is also sent to the Buyer if these dates are changed via the Updating the Information on Your … 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
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
Industry or Industries indicates in which industry sector the work is taking place. The Industries are: Factory & Warehousing, Healthcare, Hospitality & Leisure, Industrial, Institutional, Mining, Municipal, Office & Commercial, Power Grid, Renovations, Residential, Retail, Road, Transport Terminal, Water Protip: … Continued
Category or Categories indicates the work required for the tender or project and we categorise according to what is mentioned in the title/description of the lead. Tender Categories are: Air Con & Refrigeration, Alternate Energy, Building, Consultants Demolition & Blasting, … Continued
Language – All tender notices on Leads 2 Business are available in English, however some have to be translated first. This field will indicate if it’s a translated tender or not. For Example:
Validity Period – This will indicate the expected period of time that the prices submitted on the closing date, must be valid for. Examples: 30 days, 60 days or 90 days from closing date and time.
Financing Institution – This will indicate the Financing Institution for the tender. In other words, the source of funding for the contract. This is more applicable for tenders in Africa. For Example:
Contract Details – This is the Contract period. This is the expected length of the contract. For Example:
Delivery Point – This is where the tender documents, and applicable supporting documentation, must be submitted on the Closing Date. For Example:
Restrictions – These are the criteria that have to be successfully met for a tender to be considered responsive. Examples: BBBEE Status Level of Contributor, Tax Status Pin, Preferential Point system, CIDB rating etc For Example:
Deposit Details – This field will either display the amount payable for the tender documents, reference the Document Collection field for the various options in obtaining the tender documents or it will state “No Details”.
Document Collection – This field concerns whether there are tender documents available, from where they are available and from when. This field can also contain options available for purchasing/ collecting the tender documents. Protip: If there’s no Document Collection field; … Continued
Closing Date Reminder – When the Closing Date is still pending, there’s an option to Set a Reminder. This page displays as follows: Once the Closing Date has passed, this specific reminder option is no longer available.
Closing Date – This is the date and time that the tender documents must be handed in at the Delivery Point.
Request Attendance Service – This service is only available for Gauteng tenders. Whereby a subscriber can request for the site meeting to be attended on their behalf for a fee. Once the meeting date has passed, it is no longer … Continued
Site Inspection Reminder – When there is a meeting scheduled, and it is still pending; there’s an option to This option displays as follows Once the meeting date passes, this specific reminder option is no longer available.
Site Inspection information – Also known as a briefing meeting, clarification meeting, information session etc. If a meeting is scheduled, then it will be specified whether it is compulsory or not, the date and time and venue as well as … Continued
Description – This is the breakdown (whether general or specific) of the services or goods or works requested/ required in the tender notice. Protip: If the full Description is not displaying, then you are not logged into the website.
Title – A brief summary of the Description, The Title is what appears in the Advisory email sent to subscribers each day.
DTA (Daily Tender Advisory) Number – This is the unique reference given to the tender notice by L2B. It is the quickest and most efficient number to use to find the specific tender you are looking for. It is readily … Continued
Your Tender Tags – Allows the subscriber to create and tag a tender for quick searching, filtering and organisation. To add a Tag, click on the Tags button and a field will appear. Type the name of your Tag and … Continued
Quick Search Tags – Automatically allocated tags, allowing a subscriber to click on and go to similarly tagged leads
Open the Project by searching for the reference number and clicking on the reference name to view the Project in full. Click on the Professional tab to open the list of professionals or scroll down until list is obtained … Continued
Request Site Attendance Register/ Bidders List – Requesting a site attendance register is helpful in establishing what companies might tender on the closing date. This information is used for subcontracting, and is usually used in conjunction with the BoQ. The … Continued
Request BoQ (Bill of Quantity) – Requesting the BoQ is helpful in establishing whether the products you supply/ the services you offer; are required in the BoQ. The Request BoQ page displays as below: When a Closing Date has passed … Continued
Email Monitors – A tender might be of interest, but the subscriber doesn’t want to assign it to a Monitor directly. The Email Monitor options allows the Monitor to be emailed a copy of the tender. The Email page displays … Continued
When first Downloading Tender & Project Leads remember to update your Download Settings so that the information you require is selected. On the Search Page Once you have your search result select the individual leads you would like to download … Continued
Dustbin icon (Dismiss icon) – Removes this specific lead (tender or project) from the Search result. A lead might meet your search criteria, but for whatever reason, is of no interest. The Dismiss icon removes it from cluttering up your … Continued
Assignment Note – Allows a note to be sent to the Assigned Monitor. Please type in the Note, before assigning the Monitor When a Main user assigns a Project / Tender to a Monitor with a assignment note it reflects … Continued
This tender has been viewed …times – This indicates the number of times the tender has been viewed by subscribers, which might be different to the number of monitors. Monitoring indicates ongoing interest, whereas Views indicates accumulative interest.
View the … lead related to this tender – This indicates whether a Project is linked to this tender. If you have a Private Project subscription, you would then be able to click through this link and view the project. … Continued
There are … Subscribers monitoring this tender – Subscribers have the option to monitor tenders that they are interested in. This displays the number of monitors assigned to and monitoring the tender, indicating overall interest in the tender. These monitors … Continued
Created on: Will indicate the date that the tender notice was made available on the website.
Tender Services – This is only available for Gauteng tenders. Whereby a subscriber can request for the site meeting to be attended and/ or the documents to be collected on their behalf for a fee.
From the Search Page Click on the branch name to open it up to the view page: This will display all the Contacts under this Branch. On the left the following will display (if available): Contact Details Address Details Discover … Continued
Contractor’s Insurance – The “Contractors All Risk” button allows subscribers to request a quote from the Insurance company/companies listed.
CIDB which is available under Search Filters is indicated by Rating, Class and Potentially Emerging if applicable CIDB Ratings are displayed on a Tender by a Bar
Status bar – This bar will indicate the Status of the tender, either Live, Closed, Awarded, Cancelled, Withdrawn, Re-advertised or Retendered. The Status of a tender does affect the availability of certain functions.
Proudly Researcher by… This will reference the Researcher that published the tender. For Assistance, click here – This link will email the L2B Researcher specified, who will assist with the query. When a tender has Closed, this Researcher link is … Continued
Contract Number or Tender Number or Project Reference Number will be the unique number/ reference given by the advertising authority. This advertising authority (i.e the Municipality or Government Department for example) is also displayed next to this Contract Number for … Continued
Tender Details will display the Title.
Your search result will list the tenders that meet your search criteria. To view the full tender notice, please click on the Title (which is blue and underlined when you hover your mouse over the Title). The tender notice will … Continued
Details Tab: On the “Details” tab, you can scroll through the entire tender notice. The information you will find will include the DTA (Daily Tender Advisory) Number, Description, Site Inspection information, Closing Date, Document Collection, Deposit Details, Restrictions, Delivery Point, … Continued
From the Search Page Click on the division name to open it up to the view page: This will display all the Branches and Contacts under this Division. On the left the following will display (if available): Contact Details Website … Continued
Professionals – These are the contact people listed on the tender notice, who would be able to assist with any administrative or technical queries. The below are the options available for the Professionals listed: Contact Details – This would be … Continued
