Opportunity Updates

The Updates tab allows you to maintain a centralized, living document for each Opportunity. This document serves as a capture log where you can track status changes, staffing plans, risks, teaming decisions, and other important developments throughout the lifecycle of the Opportunity.

Updates eliminate the need for separate status documents or PowerPoint trackers by keeping all relevant information directly within the Opportunity record.

To access Opportunity Updates:

Click Add Update to create the first Updates document.

By default, newly created Opportunities will not have an Updates document until one is created.

Once created, the Updates document functions like a structured workspace that combines free-form notes with automatically populated Opportunity data.

The document includes several key sections.

The Summary section appears at the top of the document and allows you to enter high-level capture information, such as:

This section supports rich text formatting, including bold text, bullet points, headings, tables, and images.

Below the Summary is the Overview table, which automatically displays core Opportunity information such as:

This table is automatically synchronized with the Opportunity Summary tab.

Whenever a field is updated in the Summary tab, the corresponding field in the Updates Overview table will update automatically.

You can enhance your Updates document by inserting structured elements such as tables, checklists, and teaming summaries using the toolbar.

These features help standardize capture tracking across your organization.

Click the Table icon in the toolbar to insert a table.

Tables can be used to track structured information such as:

Examples shown in the document include Staffing, Challenges, and Past Performance.

Click the Checklist icon in the toolbar to insert a task checklist.

Checklists allow you to track capture and proposal activities, such as:

This provides a clear, trackable list of capture actions within the Opportunity record.

Click the Information (i) icon in the toolbar to insert another Overview table.

This is useful if you want to reference Opportunity details in multiple areas of your Updates document.

Like the primary Overview table, these additional tables remain synchronized with the Opportunity record.

Click the Team icon (two people) in the toolbar to insert a Teaming Summary table.

This table displays:

This provides a clear snapshot of your teaming strategy and competitive landscape.

Click the Image icon in the toolbar to insert an image using a URL.

This can be used to include:

The buttons in the upper right allow you to manage and reuse your Updates document.

Click the Export icon to generate a PDF version of the Updates document. This is useful for capture reviews, leadership briefings, and status reporting.

Click the Save Template icon to save your current Updates document as a reusable template. Templates allow you to standardize capture documentation across Opportunities.

The Updates editor includes standard formatting tools similar to Microsoft Word or Google Docs. These tools allow you to apply headings, format text, create lists, insert tables, and organize capture information clearly.