If the opportunity is linked to an opportunity in GovWin IQ, use the IQ Info tab to view the information maintained in GovWin IQ for that linked opportunity. With the exception of the
IQ ID field, this information is for reference only and cannot be changed in
Ajera CRM. You can use the GovWin IQ Web Service utility to keep this data synchronized with the latest data in GovWin IQ.
Contents
General Group Box
The General group box displays overall information for this opportunity.
| Field | Description |
|---|
| Last IQ Sync
|
This field displays the last date that the GovWin IQ record was loaded/updated into
Ajera CRM.
|
| Program Name
|
This field displays the opportunity name in GovWin IQ.
|
| Acronym
|
This field displays the acronym for this name in GovWin IQ.
|
| Current Status
|
This field displays the opportunity's status in GovWin IQ, such as Pre-RFP or Awarded. The status identifies which phase the procurement is in during the acquisition cycle.
If the full text is not visible, click
Review to display it in the Text Viewer dialog box.
|
| IQ Analyst Update
|
This field displays the last date that an update was made to the opportunity record in GovWin IQ.
|
| IQ ID
|
If the opportunity was created by importing a GovWin IQ opportunity, this field displays the unique identifier for the GovWin IQ opportunity.
When you run the GovWin IQ Web Service utility to import GovWin IQ opportunity data, the utility checks the ID for each GovWin IQ opportunity that is selected for download against this field for all
Ajera CRM opportunities. If there is a match on this field for an active
Ajera CRM opportunity, that opportunity is updated based on the current information for it in GovWin IQ. If there is no match on this field, the import process creates a new opportunity record in
Ajera CRM based on the GovWin IQ opportunity record.
You can also enter the ID for a GovWin IQ opportunity in this field yourself to link an existing opportunity in
Ajera CRM to a GovWin IQ opportunity.
|
| Department
|
This field displays the governmental department to which this opportunity belongs.
|
| Agency
|
This field displays the government agency to which this opportunity belongs.
|
Key Dates Grid
Use the Key Dates grid to view the opportunity's milestone dates.
Note that you cannot change the information displayed in this grid. As a result, the
Insert,
Copy, and
Delete toolbar options are always disabled.
| Field | Description |
|---|
| Milestone
|
This field displays important dates for this opportunity, such as the Award Date (awardDate) and the Solicitation Date (RFPDate). This information is transferred from the Procurement Timeline section of the opportunity in GovWin IQ.
|
| Date (IQ Estimate)
|
This field displays the date of each milestone listed. If the date is an estimated date, (GovWin IQ Estimate) displays next to it.
|
Detail Group Box
The Detail group box displays detailed information for this opportunity.
| Field | Description |
|---|
| Solicitation Number
|
This field displays the RFP number for the opportunity as transferred from GovWin IQ.
|
| Estimated Value ($K)
|
This field displays the potential value of the contact, in thousands, as transferred from GovWin IQ.
|
| Competition Type
|
This field displays the competition type of the opportunity, such as GSA Schedules or Woman Owned Set-Aside, as transferred from GovWin IQ.
|
| NAICS Code
|
This field displays the North American Industry Classification System (NAICS) code of the opportunity as it displays in GovWin IQ.
The NAICS code is a government designed code used to identify the industry in which your company operates, and is comprised as follows:
XX Industry Sector (20 broad sectors up from 10 SIC)
XXX Industry Subsector
XXXX Industry Group
XXXXX Industry
XXXXXX U.S., Canadian, or Mexican National specific
|
| IQ Opportunity Link
|
This field displays the Web site address of the government agency associated with this opportunity, as transferred from the Online Resources section of GovWin IQ.
|
| Duration
|
This field displays the total duration of time that the opportunity is expected to span, as transferred from the
Duration field in GovWin IQ.
|
| Contract Type
|
This field displays the type of opportunity as transferred from the
Contract Type field in GovWin IQ, such as Time and Materials or Task Order.
|
| Primary Offering
|
This field displays the primary type of firm that should respond to this opportunity, such as Professional Services, IT Management Consulting, or Research and Development.
|
| Comments
|
This field displays the comments entered for the opportunity in GovWin IQ.
If the full text is not visible, click
Review to display it in the Text Viewer dialog box.
|
| Summary
|
This field displays the summary of the opportunity, as transferred from the Program Description section in GovWin IQ.
If the full text is not visible, click
Review to display it in the Text Viewer dialog box.
|
| Potential Bidders
|
This field displays the other competitors for this opportunity, as transferred from the Potential Participants section in GovWin IQ.
If the full text is not visible, click
Review to display it in the Text Viewer dialog box.
|
| Procurement Activity
|
This field displays notes about the status of the opportunity, as transferred from the Procurement Activity section in GovWin IQ.
If the full text is not visible, click
Review to display it in the Text Viewer dialog box.
|
| Program Description
|
This field displays a full description of the opportunity (including Summary, Background, Requirements, and Funding/Contract Value), as transferred from the Program Description section of GovWin IQ.
If the full text is not visible, click
Review to display it in the Text Viewer dialog box.
|
Key Contacts Grid
Use the this grid to view contact information for this opportunity.
Note that you cannot change the information displayed in this grid. As a result, the
Insert,
Copy, and
Delete toolbar options are always disabled.
| Field | Description |
|---|
| First Name
|
This field displays the first name of the key contact for the opportunity.
|
| Last Name
|
This field displays the last name of the key contact for the opportunity.
|
| Title
|
This field displays the title of the key contact for the opportunity.
|
| Phone
|
This field displays the telephone number of the key contact for the opportunity.
|
| Email
|
This field displays the email address of the key contact for the opportunity.
|
| Contact Type
|
This field displays the type of the key contact, such as Contracts Office or Program Office.
|
Added By Grid
Note that you cannot change the information displayed in this grid. As a result, the
Insert,
Copy, and
Delete toolbar options are always disabled.
| Field | Description |
|---|
| Name
|
This column displays the names of all employees who clicked the link in GovWin IQ to import this opportunity into
Ajera CRM. (An opportunity can be imported multiple times.)
You can click a name to display the employee's record in the Employee Info Center.
|
