Table of Contents

Purpose Video Tutorial List View Frequently Asked Questions Creation & Capture Bidder Management Organization & Filtering Field Customization Workflow & Status

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. The module serves commercial contractors managing the early stages of the contract lifecycle, from invitation to bid receipt through preparation for bid submission.

Video Tutorial

Video tutorial coming soon. This section will contain step-by-step video instructions for using the 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

Use Quick Search to find opportunities or apply button filters to organize your view.

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 for complex filtering

Generate Reports

Select the PDF icon to generate available reports for Opportunities.

Summary

Creates a PDF report with the opportunity name, client, city/state, rank, and due date

Gear Menu Actions

Access additional tools and features via the gear 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 access individual record actions.

Get Email Capture Code	Display Email Capture code for this specific opportunity
Omit	Remove chosen records from the current list
No Bid	Mark a record as No Bid
Archive	Archive a record

Batch Actions

Select checkboxes next to records to perform actions on multiple records at once.

Omit	Remove chosen records from the current list
No Bid	Mark chosen records as No Bid
Archive	Archive all chosen records

Company Preferences

Configure Opportunities settings in 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

Frequently Asked Questions

Common questions and procedures for working with Opportunities

Creation & Capture

How do I create a new Opportunity?

Create new opportunities manually from the Opportunities module to track bid invitations.

Click Opportunities in top navigation
Click + icon or use gear menu to select New Opportunity
Enter Project Name and select Client
Fill in Job Site Address and County if applicable
Set Stage and Origin Date
Click Save to create the opportunity record

How do I use email capture to automatically create Opportunities from bid invitations?

Email capture allows you to forward ITB emails to TRUE, which automatically creates opportunities and extracts key information.

Create a Brand New Opportunity

In Opportunities module list view, click + icon
Select Email Capture
Copy your unique email capture code (e.g., "KOSMASEC-PJ-NEW")
Paste this code in the body of the ITB email you want to forward
Forward the email to your TRUE email capture address
System creates a new opportunity and extracts customer name, bid due date, and project description
Email and attachments are automatically linked to the new opportunity

Capture to an Existing Opportunity

From List View:

In Opportunities list view, locate the opportunity
Click the three-line (hamburger) icon for that opportunity
Select Email Capture
Copy the unique code for this opportunity
Paste code in body of email and forward to your TRUE email capture address
Additional ITB documents are linked to the existing opportunity

From Opportunity Record:

Open the opportunity record
Click the Email icon to generate the email capture code
Copy the code and paste in body of email
Forward to your TRUE email capture address to link additional documents

Note: Contact TRUE support to configure email capture and obtain your unique email capture address.

Bidder Management

How do I add multiple bidders to an Opportunity?

Add multiple general contractors (bidders) when the same opportunity needs to be bid to different GCs with potentially different deadlines.

Open the opportunity record
Navigate to Bidders mode or section
Click the + icon or Add Bidder button
Select the bidder (GC) from the dropdown or create a new client record
Set the Bid Due Date and Bid Due Time for this specific bidder
Optionally add a Contact for this bidder
Repeat to add additional bidders as needed

Tip: The soonest upcoming due date from your bidders list becomes the Review Date shown in the Opportunities list view.

How do I set bid due dates and times for each bidder?

Set specific bid due dates and times for each bidder to track multiple deadlines accurately.

Open the opportunity record
Navigate to Bidders mode
For each bidder, click the Bid Due Date field to select the date
Click the Bid Due Time field to enter the specific time (e.g., 2:00 PM)
Save changes - the earliest upcoming date will appear on the Opportunities list and bidders calendar

Warning: Do not use the simple Review Date field when managing multiple bidders - always use the bidders list to ensure accurate date and time tracking.

How do I view Opportunities on the bidders calendar?

Use the bidders calendar to visualize all opportunity due dates and times in a calendar format.

Click Calendar in top navigation
In the left sidebar under "Calendars", locate Bidders Calendar
Click to highlight the bidders calendar in blue (activates the view)
Calendar displays opportunities with due dates showing opportunity number and time
Click any calendar entry to jump directly to that opportunity record

Note: If you don't see the Bidders Calendar option, you may need a calendar seat assignment. Navigate to Gear → User Preferences → Calendar or contact your administrator.

How do I manage Contact information for bidders?

Add contact information for each bidder to track who receives bid submissions and maintain email addresses for communication.

Add Contact in Opportunity (Early Entry)

Open the opportunity record and navigate to Bidders mode
Click the Contact field for a bidder
Search for existing contact or click + to create new
Enter contact name, email, and phone information
Save - contact will carry over when opportunity is promoted to Bid

Add Contact Later in Bid

Promote opportunity to Bid
In the Bid record, navigate to Bidders mode
Add contact information for each bidder as needed
This approach allows estimators to focus on numbers while admin staff handles contact management

Tip: Adding contact information in Opportunities helps you track email addresses early, but it can also be added later in Bids when you have more complete information.

Organization & Filtering

How do I customize my Opportunities list view with the Data Grid feature?

Data Grid allows you to customize which columns are visible and how the list is sorted, with preferences that save across sessions.

In Opportunities module, locate the grid customization controls
Select which columns to display or hide
Click column headers to sort by that field
Your preferences are saved automatically and will persist when you return to the module

Tip: First load of the day may take longer as the system retrieves your saved settings, but subsequent loads will be faster.

Field Customization

How do I add counties to the County dropdown?

Customize the County dropdown to include only the counties where you work, avoiding a list of all 3,000+ US counties.

Click Gear icon in top navigation
Select Categories
Locate and click County in the categories list
Type the county name in the input field (e.g., "Tarrant")
Click Add or press Enter
Repeat for all counties where you work
Return to Opportunities - your custom county list now appears in the dropdown

Workflow & Status

How do I mark an Opportunity as "No Bid"?

Mark opportunities as No Bid when you decide not to pursue them, removing them from active lists while preserving the record.

Mark Single Opportunity as No Bid

Open the opportunity record
Click the three-line menu icon (options)
Select No Bid
Optionally click Archive to remove from active list
Record is preserved and can be retrieved via Advanced Filter

Bulk No Bid from List View

In Opportunities list view, select multiple records using checkboxes
Click Gear menu
Select No Bid to mark all selected opportunities
Select Archive to remove from active list
All selected opportunities are marked and archived in one action

Note: No Bid opportunities can be reactivated if needed by finding the record via Advanced Filter and changing the status.

How do I promote an Opportunity to a Bid?

Promote opportunities to the Bids module when you're ready to develop estimates and manage the bidding process.

Open the opportunity record
Click the three-line menu icon or Options button
Select Promote to Bid
System creates a new Bid record and copies all opportunity information (client, bidders, dates, files)
Opportunity record remains for reference but is no longer active
You're automatically taken to the new Bid record where you can add estimates and manage the bid process

Tip: All bidder information, due dates, and files automatically transfer to the Bid record, saving re-entry time.