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Documentation Index

Fetch the complete documentation index at: https://docs.havenproject.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Saved page is your team’s centralized space for managing and organizing saved opportunities. Think of it as a CRM tailored to your contracting workflow, complete with Kanban-style functionality and team collaboration features.

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Key Features

  • Kanban-Style Board
    • Opportunities are organized into the following columns:
      • Backlog: Opportunities yet to be prioritized.
      • Diligence: Opportunities under review or being researched.
      • Bidding: Opportunities your team is actively pursuing.
      • Won: Opportunities your business has secured.
      • Lost: Opportunities that were unsuccessful.
    • Easily drag and drop opportunities between columns to update their status.
  • Opportunity Details
    • Click on any opportunity to view and manage details:
      • View opportunity information and add notes.
      • Attach files relevant to the opportunity.
      • Share the opportunity with team members.
      • Unsave opportunities if they are no longer relevant.
  • Open vs. Expired Opportunities
    • By default, the board displays only open opportunities (those with active bid deadlines).
    • To view expired opportunities, check the “Show Expired” box, and the board will update accordingly.
  • Collaboration for Teams
    • All team members have access to the board, enabling seamless collaboration.
    • Team members can add notes, upload files, and adjust opportunity statuses in real-time.
  • Add New Opportunities
    • Use the Add New button at the top-right corner to manually add opportunities that are off-platform.
    • Fields for adding a new opportunity:
      • Name of Opportunity
      • Organization
      • Opportunity Description
      • Opportunity Contact Name
      • Contact Email
      • Contact Phone
      • Location: Place of Performance
      • Bid # or Reference ID
      • URL to Opportunity Source
      • Notes: Add any additional details or context.

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How to Use Saved Opportunities

  • Save an Opportunity
    • Opportunities from Haven Match or Find Opportunities can be saved with one click.
    • Once saved, they’ll appear on the Backlog column of the board.
  • Manage Workflow
    • Move opportunities between columns to reflect their current status (e.g., from Diligence to Bidding).
    • Use the notes and file upload features to document progress and collaborate with your team.
  • Review Expired Opportunities
    • Toggle the “Show Expired” option to review past opportunities, whether for reporting purposes or future planning.
  • Add External Opportunities
    • Use the Add New button to incorporate opportunities from external sources, ensuring a complete pipeline view.

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Best Practices

  • Regularly update the status of opportunities to keep your pipeline accurate and actionable.
  • Encourage team collaboration by tagging team members in notes and sharing files.
  • Use the “Show Expired” filter periodically to learn from lost opportunities or revisit expired ones for future cycles.
  • Manually add off-platform opportunities to create a holistic view of all potential contracts.