> ## 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.
# Saved Opportunities
> Manage and track your saved opportunities in a collaborative, CRM-style Kanban board designed for efficient bidding workflows.
# Overview
The [**Saved**](https://www.havenproject.io/saved-opportunities) 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.
# 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.
# 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.
# 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.