Your saved board has two ways to keep things tidy.
Columns. Your board is laid out in columns that follow the usual stages of a bid, from newly saved through to submitted and archived. You can edit the columns to match how your team actually works.
Tags. Tag saved opportunities with whatever categories make sense for your business — janitorial, facilities management, IT services — and then filter the board by tag. This is the easiest way to let different people or divisions work from the same board without getting in each other's way.
