Adding Opportunities to the Pipeline

Adding from Bid Match

A major benefit of the Bid Match is the ability to take an opportunity from the search directly to the pipeline, so that your team can start working on capture. To do so, simply click the Add to Pipeline button on any opportunity card. You can also click the same button within an opportunity to move it to the Pipeline as well!

New to Bid Match?

Check out our support article here to learn more about utilizing GovDash’s Bid Match to source opportunities for your Pipeline!

Automatic Opportunity Updates

When opportunities are added from Bid Match under the Public tab, any updates that are made from the original source (i.e. SAM.gov, PIEE, etc.) for the opportunity are automatically pulled into GovDash. You will receive a notification/email when your opportunities are updated, and what was updated within the opportunity. These updates can include things like response due dates and new documents.

At this time, eBuy updates are not automatically downloaded or applied to opportunities added from the Private tab within Bid Match to your Pipeline. You must track these changes externally and update your opportunity within your Pipeline manually.

Spreadsheet/Bulk Import

You can upload a list of opportunities to the Pipeline by clicking the + Opportunity button in the top right of the Pipeline, and choosing Bulk upload opportunities from the options provided.

On the following page, either drag and drop your file into the box, or click the upload box as shown below to select your file.

GovDash provides an easy to use template that will download an Excel spreadsheet that automatically has your team’s fields (both GovDash provided and custom fields) mapped to the column headers.

Next, set your opportunity classification. All opportunities within the import must share the same classification, but this can be changed individually after import by selecting the classification next to the opportunity’s title.

Map your file's columns using the drop down menus. If you are missing a field within GovDash, you can quickly create a custom field from the import screen, as shown below. Once all fields are mapped, click the Next button at the top to continue.

GovDash will detect the number of opportunities within your spreadsheet and allow you to choose which ones you'd like to add, or you can add all opportunities by clicking . Once you're finished selecting your opportunities, click the Add To Pipeline button at the top to finish your import.

Manually Adding an Individual Opportunity

You can also manually create opportunities in the pipeline by clicking the + Opportunity button in the top right, and then the Add an individual opportunity button in the pop up menu of options.

Next, fill in the relevant opportunity details that GovDash provides, your opportunity classification, your custom field data, and once you’re finished, click Next. GovDash will ask you to preview the opportunity, which you can then click Confirm & Add to Pipeline to finish.

Optionally, you may upload documents to opportunities added in this way during the final step, but documents can be added at any time to any of your opportunities you create from the Documents tab within the opportunity.

Mandatory Fields

You may optionally customize which fields are mandatory for creating individual opportunities within the Capture Cloud Settings in GovDash. Check out our support article here to learn more!