Accessing the Pipeline
Navigate to the Pipeline:
Select the Pipeline button on the menu bar to view your pipeline.
Managing Opportunities
Searching Opportunities:
Use the search function to look through all your different opportunities and various stages within the pipeline.
Viewing Swim Lanes:
Each opportunity is organized into different swim lanes.
You can see all the tickets that have been added to each swim lane.
Creating an Opportunity:
Click the Create Opportunity button to manually create a new opportunity.
Provide the necessary details:
Title: Name your opportunity.
Swim Lane: Select the appropriate swim lane.
Due Date: Set a due date for the opportunity.
Descriptors: Add relevant descriptors.
Award Value: Enter the award value.
Moving Opportunities:
Drag and drop opportunities to move them around within the swim lanes.
Editing Opportunities:
Select the Edit option to update the information and criteria for each opportunity.
Setting Flags and Tags
Setting Flags:
By default, opportunities come in as either In Progress or Created.
You can set different flags based on various statuses.
Selecting Opportunity Type:
If the opportunity details do not come over from SAM.gov or another source, you can manually tag the opportunity using various tags.
Opportunity Management
Launching the Collaboration Panel:
Clicking on the name of an opportunity will launch the collaboration panel, also known as Opportunity Management.
This panel allows you to manage the opportunity throughout its life cycle.
It will inherit all the existing information, which you can further populate as needed.
By following these steps, you can effectively manage your opportunities within the Awarded.AI pipeline. If you have any questions or need further assistance, please reach out to our CSM support team.