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
Saved
Initial landing spot for all opportunities you bookmark.In Review
You’re evaluating requirements, gathering information, and deciding next steps.Qualified
The bid matches your capabilities and meets internal criteria; ready for proposal drafting.Proposal Writing
Active proposal development is underway.Submitted
Your response has been sent to the procuring agency.
(Future stages like Won / Lost will be available soon.)
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.
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.