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.
IMPORTANT
The screenshots and feature descriptions in this article are representative of the out-of-the-box capabilities of Growth and may differ from what you have available based on your company's unique implementation. Additionally, some features may be located in slightly different locations on the page.
Opportunity Quick Create
The steps to use the Quick Create feature will vary, depending on whether your organization has a subscription. Skip to the section below that's applicable to your organization's Growth Suite.
In your TechnoMile Growth Suite, click the Opportunity or Growth Opportunities tab.
Click the Opp Quick Create button.
From here you will have two options:NOTE
The manual option can also be used when you want to create an Opportunity that has not yet been listed in GovWin IQ.
Quick Create with GovWin IQ
If your company has a GovWin IQ subscription, you are able to use the Create from GovWin IQ option.
On the Quick Create Wizard screen, select the Create from GovWin IQ option.
Select an Opportunity Type and enter the 6-digit GovWin IQ ID.
Complete the steps in the Quick Create Wizard, which include adding Competitors and Contact Roles.
Standard Quick Create
Use this method to create an Opportunity if your company does not have GovWin IQ or you wish to create an Opportunity that is not yet listed on GovWin IQ.
On the Quick Create Wizard screen, select the Create Manually option and select a Record Type.
Complete the fields. Required fields are marked with an asterisk.
Click Save.
Your Opportunity is created.
Long Form Opportunity Creation
Another option to create an Opportunity is to complete the full Opportunity form.
In your TechnoMile Growth Suite, click the Opportunity or Growth Opportunities tab. Click the arrow on the tab and select New Growth Opportunity.
Select a Record Type.
On the Opportunity long form screen, complete the fields.
This page contains all of the fields your company tracks for Opportunities, including multiple tabs laid out across the top of the page. Fields with a red asterisk are required.
Click Save.
The new Opportunity will be saved in your Growth Suite.
About Opportunity Record Types
There are three (3) record types for Opportunities.
Record Type | Description |
|---|---|
Regular | Used for opportunities that follow your company’s regular sales process |
Task Order | Used for opportunities created for the Task Orders your company is pursuing |
Task Order Notice | Used for opportunities that are auto-created when task order notices are ingested by the system |
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