OVERVIEW
The Saved Opportunities board serves as your central hub for bids you choose to pursue.
Each saved opportunity appears as a card you can move through stages to reflect its progress.
ACCESSING THE BOARD
Click Saved in the left‑hand sidebar.
The Kanban pipeline will load, showing columns for each stage of your bidding process.
PIPELINE COLUMNS
New – the landing spot for every opportunity you save
In Review – you're evaluating requirements and deciding next steps
Qualified – the bid fits your capabilities; ready for proposal drafting
Proposal Writing – active proposal development is underway
Submitted – your response has been sent to the procuring agency
Won / Lost – close every pursuit out when it lands or falls through
Archive – tucks finished or stale cards away below the board
USING THE PIPELINE
Drag & Drop
Move cards between columns to update status instantly.Click Card
Open any card for more details, attachments, or links to the original opportunity page.Add Notes
Leave internal comments or reminders on each card for collaborator context.
BEST PRACTICES
Keep It Current
Move cards immediately after each status change to maintain pipeline accuracy.Leverage Stages
Use distinct columns to reflect your actual process—modify column names in future releases for custom workflows.Collaborate Early
Share saved opportunities with teammates for input before proposal drafting begins.Tag teammates
Assign a card an owner so everyone knows who's on it.
Add your own tags
Label cards with tags you make yourself (region, service line, bid strategy…).
Request documents
Each workspace includes 5 free document requests, and a request can't be undone — so click deliberately.
NEXT STEPS
Return to Dashboard Overview to catch up on new matches.
Read Daily Recommended Opportunities to sharpen your qualification routine.
Explore Search to find opportunities beyond your daily matches.