Some jobs you don’t bid for directly. The client asks several lead firms to tender, each puts a team together, and you might be on three of those teams at once. In most CRMs that’s three projects, a fee counted three times, and two losses on the day you win.
Bid teams keep the tender as one project, with a team for each lead firm.
A team for each lead firm
Open the project and add a team: the lead firm, your fee to it, its chance of winning, and when your proposal is due to them. Leave the chance empty and tiny+ gives each team an even share. The project’s owner gets a task on the day each proposal is due.
The project follows its teams
While a team is still in the running, the project’s fee and chance are worked out from them.
- Its chance is the teams’ chances added up, because only one team can win.
- Its fee is the teams’ fees averaged by their chances: what you expect to earn if you win.
Three teams at $640k and 20%, $610k and 35%, and $585k and 20% make one project at $611k and 75%. The pipeline counts that once.
When a team wins
Mark the team as won and the project is won, at that team’s fee. The lead firm becomes the project’s client, the end client stays linked, and the other teams are marked not selected. When every team is out, the project closes as lost or cancelled by itself.
Which lead firms pick you
Each lead firm’s page shows how often it puts you on its team, and how often its teams with you win.
Bid teams are part of the Pro plan. An account admin turns them on under Account Settings → Projects.
