Purpose
The Opportunities module allows users to enter, view, and track bid opportunities and ITBs in one easy-to-locate record. Users can upgrade opportunities to bids or contracts, track by stages, review opportunities that are due, and store and manage all related files in one place.
Opportunities Module List View
The Opportunities module list screen displays stage tracking, search and filtering options, active opportunity records, run reports, and quickly generate a new opportunity, bid, or contract.
Search & Filter Options
| Quick Search | Search for a particular client account, official name, rank, or keywords entered in the record. |
| All | Displays all records. |
| My Opportunities | Displays all active opportunity records assigned to the logged-in user. |
| Expired | Displays all records with an expired due date. |
| No Bid | Displays all records that have been marked as “No Bid”. |
| Advanced Filter | Displays “Opportunity” related fields |
Generate Reports
Select the PDF icon to generate the following report:
| Summary | Creates a PDF report with the opportunity name, client, city/state, rank, and due date. |
"⚙️" Icon
| Radius Search | Perform a radius search of all opportunities from a provided address. |
| CSV Template | Generate a CSV export template for the Opportunities module. |
| Dynamic Charting | Navigate to the Dynamic Charting module to review advanced opportunities metrics. |
| Import Records | Import existing opportunities using the CSV export from this module. |
| Archived | View Archived Opportunities. |
Record Options
Select the ≡ icon on a record to:
- Get Email Capture code
- Omit a record
- Mark a record as No Bid
- Archive a record
Batch Actions
Select checkboxes next to records to perform the following actions on multiple records:
| Omit | Remove chosen records from the current list |
| No Bid | Mark chosen records as No Bid |
| Archive | Archive all chosen records |
Company Preferences
In the Company Preferences, under the Contracts section:
- Users can set attributes to auto-add by toggling "Add All Attributes" on.
- Adjust “Stage” labels and drop-down categories.
Additional Features
| + icon | Create a new Opportunity record. |
| AI AutoFill | Display AI Autofill Email Capture code. |