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Create and Manage Opportunities

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Overview

With TechnoMile's Growth Suite, your organization can centrally track every Opportunity on a secure cloud platform that facilitates easy collaboration and information-sharing across teams. There are several ways to create a new Opportunity record in Growth using wizard, form, or from Sparks.

Audience

  • Growth Suite Users

Prerequisites

  • Ensure that TechnoMile’s Growth Suite is already installed and configured. The version of this package must be 2026.1 or higher.

Create Opportunity Using Form

Create an Opportunity by completing the full Opportunity form. This form contains all the fields your company tracks for Opportunities, including multiple tabs laid out across the top of the page.

Fields marked with a red asterisk sign (*) are mandatory.

  1. Go to Opportunities and click New.

  2. Enter data in all mandatory fields such as Opportunity Name, Account Name, Our Role, Group, Total Contract Value, and Award Date and click Save.

    The Opportunity record is created.

Create Opportunity Using Wizard

TechnoMile's Growth Suite integrates with Deltek GovWin IQ, enabling you to create Opportunities directly from GovWin IQ records using the Opportunity Quick Create Wizard. The wizard provides a customizable, simplified page layout focused on key fields from GovWin IQ data to automatically link Agency, Competitor, and Contact information to your Opportunity. You can create Accounts, Competitors, and Contactswhile creating your Opportunity in a single workflow.

For more information, see the Using Opportunity Quick Create Wizard guide.

Manually Create Opportunity from Spark

  1. Go to Sparks and open a Spark record.

  2. Click Create Opportunity.

  3. Enter data in all mandatory fields such as Account and Total Contract Value and click Save and Close.
    A confirmation message displays.

  4. Click View Record.
    Newly created Opportunity record page opens.

Automatically Create Opportunity from Spark

Auto-creation of Opportunity from Spark occurs based on the mappings/conditions set by your Administrator in the Spark Mapping panel. This panel enables you to map the fields of a Main Object such as Opportunity and Related Objects of your choice to their corresponding Sparks and other object fields.

For more information, see the Spark Mapping Panel Configuration Guide.