Release graphic 16 9@2x
Private invitations used to be locked to only the person invited. Your teammates could see them, but only as read-only. To quote, they had to track down the invited person or get them to share it.
Now, every user on your account has full access to private invitations (not including Defence projects) sent to anyone on your team. No more sharing, no more chasing, and no more missed quotes because the right person is away.
More flexibility:
Anyone in your company's E1 account can respond to a private invitation, even if the original recipient is unavailable.
No need to request another invitation:
Your team can access and respond to invitations without asking the builder to resend them.
Clear visibility:
Both your company and the builder can see who responded to the invitation.
How to find your team's invitations:
The Leads page shows only your own invitations by default, so your team's invitations may be hidden behind the team member filter.
  1. Go to the Leads page.
  2. Find the team member filter at the top of the page. It's set to your name by default.
  3. Clear the filter so no team members are selected. This shows invitations for everyone on your account.
  4. Open the invitation you need and start quoting.
Good to know:
  • Does not apply to Defence projects
  • Anyone responding must be part of the invited company's E1 account.
  • Correspondence and addendum notifications will continue to be sent to the original invitee.