Quick Reference

Core Navigation

• Feed: discover opportunities
• Searches: manage recurring searches
• Saved: shortlist interesting tenders
• Pipeline: run active bid work
• References: manage profiles and projects
• Settings: manage account, users, notifications, integrations, billing

Global Search

• Cmd+K / Ctrl+K: focus the top search input
• Enter: run the search
• + next to search: create a saved search

Feed Essentials

Tabs:

• All
• Unread
• Urgent

Sort options:

• Newest
• Deadline
• Value (high/low)
• Relevance (when searching)

Saved Searches Essentials

From Searches you can:

• create
• run now
• pause/resume
• edit
• delete

Pipeline Essentials

Stages:

• Reviewing
• Preparing
• Submitted
• Completed

Views:

• Board
• Timeline

Detail tabs:

• Overview
• Notes
• References
• Activity

Saved Tenders Essentials

• tabs: All, Active, Expired
• bulk select supported
• move selected tenders to Pipeline

User and Organization Controls

Open the sidebar user menu to:

• switch organizations
• create organization
• open User Management
• open Settings

Role note:

• Owner: invitations, role changes, and member removal
• Member: no access management actions

AI Assistant Essentials

• open from the AI Assistant button in the sidebar footer
• right-side chat panel with suggested prompts
• visible only with an AI-enabled plan and active AI Access