Skip to Content
Bidding

Assigning Owners & Configuring Tender Notifications

How to assign each tender to a responsible team member and configure push notifications via mail/mobile for important events.

Administrator · 02/05/2026 · 359 views

1. Why assign owners?

With high tender volumes (sometimes hundreds in flight at once), explicit ownership ensures:

  • No duplicate work between team members.
  • Every tender has a clearly accountable person.
  • Reports can easily be sliced by owner.

2. How to assign

  1. Open the tender record you want to assign.
  2. Set the Owner field to a team member.
  3. (Optional) Move the internal stage to "Preparing" to mark the tender as picked up.

The assigned user automatically becomes a follower and receives notifications for any subsequent change.

3. Notification types

The system pushes notifications to mail and the mobile app for the following events:

Event Recipient
A new tender matching the filter criteria appears All members subscribed to the feed
A tender is assigned to you The assigned individual
Tender status changes (internal or real-world) Followers of the tender

4. Tips for managing hundreds of tenders

  • Filter by owner: use the "Owner = me" filter to focus on your tenders.
  • Star high-value tenders to track them separately.
  • Periodically review tenders that have been sitting in "Opportunity" for too long — close them if no longer relevant.

5. Notes

If a tender is assigned to the wrong person, simply change the Owner field; the new owner is automatically added as a follower while the previous owner retains read access until the tender is closed.