Viewing Agency Profiles

Opening an Agency Profile

Throughout the app, anytime an agency name is displayed in blue text, you can click the agency name and be brought to that agency's profile page.

The first section will display the agency's name, address, website, and other general information. It may also have links to see their purchases, or bids.


You can also add tags and notes to an agency profile. These tags are searchable.

Tasks

If you would like a reminder for the bid to your or any of your GovSpend users, you can setup a task. By setting a due date, this task will appear in the "All Tasks" view located in left navigation menu.



Pro Tip: Create a task even if you are going to immediately complete the task after creation. You can use this as a way to log which agencies you've investigated, contacted, or pursued.

Contacts, Purchases, and Analytics

The next section contains tabs with multiple tables.
The Contacts tab displays contacts for the agency.
The Purchases tab displays a table of purchases/line items for the agency.
The Analytics tab contains charts and data about the agency's spending.

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