Solicitations and Expiring Awards for an Agency

  • Updated on Apr 1, 2026
  • Published on Dec 23, 2025
  • 2 minute(s) read
  • Migration Team
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Expiring Awards and Top Solicitations data from the Competitive Insights portal is brought into Salesforce that can be viewed on the Task Orders and Top Solicitations tabs of an Account record page.

This document is a step-by-step guide on how you can use the Task Orders and Top Solicitations tabs present on the Account record page.

Audience

  • Competitive Insights Users

Prerequisites

  • Ensure that Competitive Insights - TechnoMile Suite Sales Cloud Edition has already been installed and configured. The version of this package must be 2.46 or higher.

  • Ensure that SAM - TechnoMile Suite Sales Cloud Edition has already been installed and configured. The version of this package must be 2.46 or higher.

Open Account to Match Agency

Refer to the following guide to match an Account record with an Agency record.

Top Solicitations Tab

  1. Go to the Top Solicitations tab.
    By default, Grid view opens.

  2. Click the Add to Spark button to add a Solicitation record to a Spark record.
    Alternatively, you can click the toggle button to display the List view and click the Add to Spark button to add a Solicitation record to a Spark record.
    A Spark has been sent to TechnoMile Growth message displays.
    Once a Spark record is added, you can click the Update Spark button to update the same.
    An update to Spark has been sent to TechnoMile Growth message displays.

  3. Click Filter Solicitations.

  4. Choose a Popular Search Criteria, enter search parameters such as Agency Name, Place of Performance, Value, etc., and click Apply.
    List of Solicitation(s) displays that satisfy the applied Solicitations Filters. You can then click the Add to Spark button to add a Solicitation record to a Spark record as shown above.

    NOTE

    You can hover your cursor over a help icon anywhere to view its corresponding information pertaining to the related feature. For example, the following image shows the information pertaining to Solicitation Numbers.

  5. Click a Solicitation Title.
    Details/Classification tab of the Solicitation record opens on the AI portal.

Task Orders Tab

  1. Go to the Task Orders tab, click the toggle button to select As an Awarding Agency, and then click Filter Task Orders.

  2. Choose a Popular Search Criteria, enter search parameters such as Parent Vendor/Vendor Name, End Date, Total Obligations, etc., and click Apply.
    List of Task Order(s) displays that satisfy the applied Task Order Filters.