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Bid Setup

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Salesforce

Section titled “Salesforce”

  • Only certain people have access to Salesforce, due to limited number of licenses.

  • Input new opportunities to Salesforce to get a Sharepoint folder (for working files) and bid MSD code (to charge time to).

    Salesforce Guide for New Opportunities Step by step guide for new oppportunities and budget requests
Section titled “Legal review”

Book in meetings and ops review

Section titled “Book in meetings and ops review”
  • Daily or weekly meetings depending on how much time is available
  • Book in signature for an ‘authorised representative’

Identify discipline inputs

Section titled “Identify discipline inputs”