Adding Opportunities to the Pipeline

Overview

Adding opportunities to your GovDash Pipeline is quick and easy. There are several ways to get your opportunities populated into your Pipeline, which will be covered in depth within this article.

Adding Opportunities

There are multiple methods you can use to add opportunities to the pipeline. These include adding through the Bid Match using the Add button, through importing a spreadsheet using the + Opportunity button in the pipeline, or manually adding the opportunity yourself.

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 button on any opportunity card. You can also click the same button within an opportunity to move it to the Pipeline as well!

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 a list of opportunities from the options provided.

In the pop up window, either drag and drop your file into the box, or click the upload box as shown below to select your file.

Map your file's columns using the drop down menus. Once all fields are mapped, click the Next button at the bottom 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 Select All. Once you're finished selecting your opportunities, click the Add opportunities to pipeline button at the bottom to finish your import.

Importing from GovWin

You can import your GovWin pipeline into GovDash quickly and easily! After exporting your GovWin pipeline through GovWin, you can upload that file using the spreadsheet/bulk opportunity import steps and select the GovWin Export option on step 2. GovDash will automatically map your columns based on GovWin’s formatting!

GovDash will then 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 Select All. Once you're finished selecting your opportunities, click the Add opportunities to pipeline button at the bottom to finish your import.

Manually Adding an 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, 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.