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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.