Video Overview
Opportunities in NextStage are represented as cards within your Pipeline. Each card contains key capture information and can be opened to view full Opportunity details, assign team members, track capture progress, and manage proposal activities.
To view an Opportunity, simply click on the Opportunity card within your Pipeline.
[Insert Image 1 here — Pipeline view showing Opportunity cards]
Method 1: Add an Opportunity Manually
You can create a new Opportunity directly from your Pipeline.
To add an Opportunity manually:
Navigate to the Pipelines section
Click the Add Opportunity button in the upper right corner
Enter the Opportunity details, including:
Opportunity Name
Capture Manager
Pipeline
Stage
Tags (optional)
Award Date (if known)
Click Create
The Opportunity will appear as a new card in your Pipeline.
Method 2: Add an Opportunity from Search
You can also create an Opportunity directly from a solicitation or award identified in the Search section.
This method allows you to quickly create Opportunities using real government procurement data.
To add an Opportunity from Search:
Navigate to the Search section under Market Research
Select a solicitation or award from the search results
Click the Add to Pipeline button
NextStage will automatically create a new Opportunity and populate available information, such as:
Opportunity Name
Agency
Solicitation Number
NAICS Code
Set-Aside status
Other available procurement details
This reduces manual data entry and ensures accurate Opportunity records.
Viewing Opportunity Details
Once created, the Opportunity will appear as a card in your Pipeline. Click the card at any time to:
View Opportunity details
Assign capture team members
Add notes and documents
Track capture progress
Manage scoring and updates
Maintaining Opportunities in your Pipeline ensures full visibility into your capture and proposal lifecycle.
Best Practices
It is recommended to add Opportunities as early as possible in the capture lifecycle. This allows your team to:
Track pipeline growth
Assign ownership
Monitor capture progress
Support bid/no-bid decisions
Maintain accurate capture records
Using the Search integration is the fastest way to create Opportunities while ensuring accurate government procurement data.