Multiple Team Members Responding To A Sourcing Activity

In oboloo, multiple team members from different departments—such as sales, finance, and technical teams—can collaborate to complete and submit a sourcing activity response.

This guide explains how to:

✔ Assign team members to different sections
✔ Work on responses simultaneously without overwriting each other’s inputs
✔ Ensure a unified and accurate final submission

By following these steps, your team can efficiently coordinate input across functional areas and deliver a comprehensive response to the buyer.

Step-by-Step Guide: Collaborating as a Team on Supplier Responses

Step 1: Access the Invitation

1. Each invited team member will receive an email invitation with a unique access link and code.

2. Each access code is specific to the individual user, allowing oboloo to track who made changes to the response.

3. Click the link in the email, enter the unique access code, and log in to the supplier portal.

Step 2: Access the Sourcing Activity

1. Once logged in, you will see the sourcing activity assigned to your company.

2. All invited team members can access the same activity, allowing them to work together.

3. Team members from different departments (e.g., sales, finance, technical) can collaborate by completing their respective sections.

Step 3: Assign Team Members to Specific Sections

To ensure efficiency, divide tasks among team members based on their expertise. For example:

• Technical Team – Answers product or service-related questions.

• Finance Team – Provides pricing details and financial documentation.

• Sales/Contracts Team – Reviews terms and conditions, project details, or contract-related sections.

Step 4: Collaborate on Responses

1. Each team member logs into the supplier portal and can complete or review their assigned section.

2. Real-time collaboration ensures that multiple users can work on different sections simultaneously without overwriting each other’s responses.

3. Responses are auto-saved, allowing seamless collaboration without losing work.

4. All updates made to your response are logged under the Change Log tab. This tracks all changes per logged in user by area, time and date.

Step 5: Review the Complete Response

1. Before submitting, review the entire response to ensure:

   • All sections are complete.

   • Responses from different teams are aligned with your company’s overall strategy.

   • Any final edits or improvements are made.

2. If changes are needed, team members should update their sections before final submission.

Step 6: Submit the Final Response

1. Once the response is fully completed and reviewed, one team member should submit the final response on behalf of the company.

2. After submission, the user will see a confirmation message indicating that the response was successfully submitted.

Key Considerations

✅ Use Individual Access Codes – Each team member must use their own code to log in and edit responses.

✅ Assign Sections by Expertise – Technical, finance, and sales teams should focus on their respective areas.

✅ Work Simultaneously – oboloo allows multiple users to collaborate on different sections without interfering with each other.

✅ Conduct a Final Review – Ensure that all sections are complete, accurate, and aligned before submission.

✅ Only One Submission is Allowed – Once submitted, responses cannot be modified, so double-check all inputs.

oboloo’s team collaboration feature enables efficient, structured, and real-time coordination when responding to sourcing activities. By following these steps, suppliers can ensure that all departments contribute their expertise, creating a well-rounded and competitive response for the buyer.