Overview
Capture is where your team manages its pipeline and works each opportunity from the first look to the proposal handoff. Everyone works from one record per opportunity, so capture managers, BD and leadership all see the same details, tasks and decisions.
To open Capture, select Capture under Modules in the left side panel. The Dashboard tab shows your tasks, active opportunities, calendar and notifications. Select Pipeline to see all of your opportunities.
Use this page as your starting point. Take the tour, then jump to the article for the task you need.
Take the Tour
Click through the interactive walkthrough below for a quick look at Capture. Use the chapters to jump to the part you need.
Find What You Need
The Capture articles follow the order your team works. Find the task you want to do, then open its article.
Set Up Capture (Admins)
Rename phases, add roles and custom fields, require fields or set opportunity IDs: Customizing Capture Settings
Set up Capture Plan questions, PWin scoring and default gate reviewers: Customizing Capture Plan Templates
Bring opportunities in from Salesforce, GovWin or GSA eBuy. Go to Settings > Configurations > Integrations, then follow the setup steps in Salesforce Pipeline Integration Setup, GovWin Integration or GSA eBuy Integration Setup.
Control who can open each module and change settings with roles in Settings > Access & permissions > Roles. To limit who can see or edit a specific opportunity, use Sharing: Roles & Permissions and Sharing Items with Your Team
Build Your Pipeline
Add opportunities from Discover, a bulk import or by hand: Adding Opportunities to the Pipeline
Move opportunities through phases, and record outcomes: Capture Phases and Submission Stages
Switch layouts, save views and sort your pipeline: Pipeline Views
Build and share pipeline reports: Using the Reports Center
Work an Opportunity
Read and customize the opportunity summary: Opportunity Overview
Post notes, check the audit log and track tasks: Activity, Tasks, and Notes
Review the solicitation sentence by sentence: Shreds
Score your past performance against the task areas: Capability Matrices
Upload and manage the opportunity's files: Documents
Add partners, split work share and manage agreements and data calls: Managing Teaming Partners
Keep fields in sync with SAM.gov and other sources: Tracking Multiple Sources on an Opportunity
Answer capture questions and export the plan: Capture Plan
Run gate reviews and score PWin: Gate Reviews & PWin Scoring
Start a proposal from the opportunity: Transitioning Opportunities to Proposal
Videos
For full video walkthroughs, see the Capture & Pipeline training videos.
For short example workflows, see the Capture use cases in the GovDash Playbook.