The ‘Open opportunities’ view makes qualifying a tender in / out as simple as possible by highlighting core tender details and immediate actions in your results table. These include:

  • Signals - understand why a record has been captured in your results

  • Title & Buyer - usually an initial indication of the scope of the tender and who is running the procurement

  • Stage - understand whether it is an ‘open’ (i.e. live) or ‘pre-tender’ (i.e. future) procurement notice

  • Qualification - manage your engagement with an opportunity from ‘Follow up’ and ‘Bid submitted’ or to remove the tender from everyone’s views with ‘Not relevant’

    • Tip: Select “hide from me” if you only want to remove an open tender from your views and not affect your colleagues’ views

  • Assignee - tag yourself or a colleague to the notice, creating a notification when another user interacts with it.

If you need more information about the opportunity before you’re ready to make a decision, you can learn more by clicking on the relevant row to open a slide out with more granular details - including:

  • See source documents - go to the original procurement notice where you may find additional documents / information about the existing contract

  • Description - an overview of the products / services included in the agreement

  • Timeline - see when a contract was awarded / started / ends

  • Buyer information - see basic buyer details, including procurement history.

Now that you have all of the details, it is time to take action:

  • Assignee - assign a notice to yourself or anyone in your team and they’ll be notified about any in-app amendments made to that record

    • Tip: Check out who you can collaborate with in Stotles.

  • Qualification - update by selecting ‘Follow up’ or ‘Not relevant’

  • Hide for me - remove a record from your view but without removing it for your team

  • Add to list - save notices that you’ll want to revisit into customisable lists that can be shared with your team.

  • Comment - leave yourself a note for later, or open dialogue with your team by @’ing them in the notice comments - they’ll automatically be notified that you have something to say.

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