Five colored tiles across the top of the list view show live record counts by Rank. Click a tile to filter the list to that group.

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

Search across all Opportunity fields simultaneously. Combine multiple fields for a precise search, then use Favorite, Narrow, Exclude, or Extend to refine or save your results.

Select the PDF icon to generate available reports for Opportunities.

Access additional tools and features via the gear icon.

Select the ≡ icon on a record to access individual record actions.

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

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

The Overview mode displays the opportunity's Details, Address, Attributes, and Activity Log panels.

Select the Options button in the top-right of an open opportunity record to access record-level actions.

The Bidders tab (badge shows the current bidder count) lists every general contractor the opportunity has been bid to, each with its own due date.

Configured in Settings → Users / Access.

These restrictive permissions limit which Opportunities a user can access based on their linked Personnel's Facility or Division.

These settings in Settings (Gear icon) → Company Preferences → Opportunities change how the Opportunities module behaves. If a button or field described in this article is missing or behaves differently, check the matching preference below.

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

1. Click Opportunities in top navigation
2. Click the + icon on the list view
3. Enter an Official Name and select a Client
4. Fill in the Address and County if applicable
5. Set the Origin Date and Review Date

Email Capture and AI AutoFill work together as a two-step workflow: Email Capture links a forwarded ITB email to TRUE, then AI AutoFill reads that captured email to create the opportunity and bidder records and extract key information.

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

1. Open the opportunity record
2. Click the Bidders tab
3. Click the + icon to add a bidder row
4. Enter the bidder (GC) name and, optionally, a Contact
5. Repeat to add additional bidders as needed

Set a specific due date for each bidder to track multiple deadlines accurately.

1. Open the opportunity record and click the Bidders tab
2. For each bidder row, click the row's edit icon
3. Set the Due date and time for that bidder
4. Save changes - the earliest upcoming Due date appears on the Opportunities list view

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

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

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

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

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

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

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

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

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

1. Open the opportunity record
2. Click the Options button
3. Select New Bid
4. System creates a new Bid record and copies over the opportunity's information
5. You're automatically taken to the new Bid record where you can add estimates and manage the bid process

TRUE supports bulk importing opportunity records using CSV files. Excel files (.xlsx) are not directly supported - you must use the CSV template provided by the system.

1. Navigate to Workflows → Contracts → Opportunities
2. Click the Gear icon (⚙️)
3. Select CSV Template to download the required format
4. Open the template and add your opportunity data, ensuring column headers remain unchanged
5. Save your file as CSV format (not Excel .xlsx)
6. Return to the Opportunities module
7. Click the Gear icon (⚙️) and select Import Records
8. Upload your completed CSV file and review the import results

Access to the Opportunities module is controlled by user permissions. If you cannot see or access this module:

1. Contact your system administrator
2. Request the Module Access (Opportunities) permission (ID #1530)
3. Once granted, you'll find the module in Workflows → Contracts → Opportunities

Opportunity stages track the progress of potential projects through your sales pipeline. Stages can be customized to match your company's sales process.

You can create as many stages as needed, but only the first 6 stages appear as quick-filter buttons in the Opportunities list view.

Yes, stage order is controlled by alphabetical sorting. Use number prefixes to create your desired sequence.

Controlling Stage Order:

1. Navigate to Gear → Categories
2. Search for "Stage" and select Opportunities - Stage
3. Edit stage names to include number prefixes
4. Stages sort alphabetically, so numbered prefixes control display order

Example Stage Naming:

TRUE provides alert notifications for opportunity events so designated users stay informed about pipeline activity and follow-up requirements.

Enabling Alerts:

1. Navigate to Settings → Users / Access
2. Select the user and open the Access tab
3. Enable the desired alert permissions under the Alerts section

The Analysis tool provides advanced filtering, sorting, and reporting capabilities for Opportunities, Bids, and Contracts data. Use it to track your sales pipeline, monitor opportunity progression, and analyze conversion rates across your commercial projects.

Monitor how effectively opportunities convert to bids and ultimately to contracts using the Closed % metrics in Analysis.

1. Open Analysis from the "Gear" icon
2. Click Advanced Filter and set your date range in Est. Start Date
3. Click Search to apply the filter
4. Use the Sort button and select Monthly or Quarterly
5. Review the Closed % metrics to see conversion rates

Understanding Conversion Metrics:

View total opportunity values at each stage of your pipeline to understand where your sales efforts are concentrated and identify areas needing attention.

1. Open Analysis from the "Gear" icon
2. Click Sort and select Contract Stage
3. Results group opportunities, bids, and contracts by their current stage
4. Review total values at each stage to see pipeline distribution

Pipeline Questions You Can Answer:

Track opportunity flow over time using the time-based sort options to identify trends and seasonal patterns.

1. Open Analysis from the "Gear" icon
2. Click Advanced Filter and enter a date range in Est. Start Date using ... syntax (e.g., 01/01/2024...12/31/2024)
3. Click Search
4. Click Sort and select Weekly, Monthly, Quarterly, or Yearly
5. Results display grouped by the selected time period with subtotals

Combined Sort Options:

Use combined sorts like Monthly & Assigned or Quarterly & Assigned to see both time trends and individual salesperson performance in one view.

Save frequently used filter configurations as Favorites to quickly access your common reports without re-entering search criteria.