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Getting started

Your guide to getting started on NextStage

Josh Chua avatar
Written by Josh Chua
Updated over 9 months ago

NextStage is a CRM purpose-built for government contractors. On NextStage, you can:

  • Search for government contracting opportunities and manage task orders

  • Create and manage opportunities through a customizable pipeline

  • Manage your proposal calendar with a timeline

  • Draw insights about your pipeline from reports

Learn how to use NextStage:

Invite your team to NextStage

Set up external data integration connections (if applicable):

Importing data into NextStage:

If you are migrating from an existing CRM or spreadsheet to track your opportunities, the fastest way to import opportunities is with the opportunity uploader.

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