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Overview

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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.