General Tab of Opportunity Info Center

Use the General tab to enter or modify information about an opportunity, such as the opportunity name, number, description, status, contact, revenue, and probability figures.

Contents

Field	Description
Name	Enter the name of the opportunity. The name that you enter in this field displays on proposals, reports, and marketing materials. If the opportunity is imported from GovWin IQ, this field defaults to the program name for the GovWin IQ opportunity, but you can change it.
Number	Enter the opportunity number. If you enable automatic numbering, you cannot enter a number in this field unless you allow overrides. Instead, [AUTONUMBER] displays in this field when you save the form.
Regular Contract	If you are awarded the opportunity and you create a contract record from the opportunity record, the contract number displays in this field. If you create a new contract but do not use the Create Contract from Opportunity option, you can enter a name in this field or use the lookup to select a contract. After you enter a contract in this field, you can click the contract number to open the contract record in the current browser window. Alternatively, right-click the number and then click the Open in new window option to open the contract record in a new browser window.
Description	Click Edit to access the Text Editor and enter a brief description of the opportunity. If the opportunity is imported from GovWin IQ, this field defaults to the program description for the GovWin IQ opportunity, but you can change it.
Status	Use this drop-down list to select a status for the opportunity.
Master Contract	Use this drop-down list to select the master contract if the opportunity is work that your firm is competing for under an indefinite delivery/indefinite quantity contract (IDIQ) or similar "master" contract.
Team	Enter the name of the team in your firm that is responsible for pursuing the opportunity, or use the lookup to select the team.
GovWin Capture Management FSI Number	If the opportunity was downloaded from Federal Sources, Inc. (FSI), enter the FSI number assigned to the opportunity, as identified on the FedSources Info tab. By adding the GovWin Capture Management FSI Number to the General tab, you can quickly identify FSI as the source of the opportunity. Your GovWin Capture Management consultant can help you build a workflow to populate this field automatically or you can hide the field using GovWin Capture Management 's Tab Designer feature.
Primary Customer	Enter the name of the primary customer associated with the opportunity, or use the lookup to select a customer. If the customer record does not exist in your database, click New to create a new customer record. When you enter a customer name in this field: GovWin Capture Management creates a hyperlink between the customer name and the corresponding Customer Info Center record. You can click the customer name in this field to open the record. GovWin Capture Management adds the customer's name and related information to the Customers grid on the Customers/Contacts tab of the Opportunity Info Center form. GovWin Capture Management adds the opportunity's name and related information to the Opportunities grid in the customer record.
Primary Contact	Enter the name of the primary contact associated with the opportunity, or use the lookup to select a contact. If the contact record does not yet exist in your database, click New to create a new contact record. When you enter a contact name in this field: GovWin Capture Management creates a hyperlink between the contact name and the corresponding Contact Info Center record. You can then click the contact name in this field to open the record. GovWin Capture Management adds the contact's name and related information to the Contacts grid on the Customers/Contacts tab of the Opportunity Info Center record. GovWin Capture Management adds the opportunity's name and related information to the Opportunities grid in the specified Contact Info Center record.
Stage	Use the drop-down list in this field to select a stage, such as Awarded or Pending, for the opportunity. You define stage options in Code Table Configuration. You can configure GovWin Capture Management to alert applicable staff members at your firm when the status of an opportunity changes.
Type	Use the drop-down list in this field to select a type by which to classify the opportunity. You define type options in Code Table Configuration.
Source	Use the drop-down list in this field to select the source of the opportunity. Your sources may include customer referrals, consultant jobs, and marketing campaigns, among others. You define opportunity source options in Code Table Configuration.
BD Manager	Enter the name of the employee who is the BD manager for the opportunity or use the Employee lookup to select an employee. If the employee record that you want does not exist, you must add a new employee record before you enter a name in this field. When you enter an employee name in this field: GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can click the name in this field to open the record. GovWin Capture Management adds the employee's name and related information to the Employees grid on the Team tab of the Opportunity Info Center record. GovWin Capture Management adds the opportunity's name and related information to the Opportunities grid on the CRM Info tab of the specified Employee Info Center record. To edit the name, right-click the name and click Edit. This disables the hyperlink feature and allows you to edit the information in this field. Note the following: If you remove an employee from the BD Manager field of an opportunity record, the employee still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared. If you remove an employee from the BD Manager field of an opportunity record, the opportunity still displays in the Opportunities grid on the CRM Info tab of the associated Employee Info Center record, but the Role field is cleared. If you remove an employee with role type BD Manager from the Employees grid on the Team tab of the Opportunity Info Center record, and that employee is also entered in the BD Manager field on the General tab of the Opportunity Info Center record, the employee is also removed from the BD Manager field. GovWin Capture Management does not update the BD Manager field when you change an employee's role on either the Team tab of the Opportunity Info Center record or on the CRM Info tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the BD Manager field.
Capture Manager	Enter the name of the employee who is the capture manager for the opportunity, or use the Employee lookup to select an employee. If the employee record that you want does not exist, you must add a new employee record before you enter a name in this field. When you enter an employee name in this field: GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can click the name in this field to open the employee record. GovWin Capture Management adds the employee's name and related information to the Employees grid on the Team tab of the Opportunity Info Center record. Adds the contract's name and related information to the Opportunities grid on the CRM Info tab of the specified Employee Info Center record. To edit the capture manager name, right-click the name and click Edit. This disables the hyperlink feature and allows you to edit the information in this field. Note the following: If you remove an employee from the Capture Manager field of an opportunity record, the employee still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared. If you remove an employee from the Capture Manager field of an opportunity record, the opportunity still displays in the Opportunities grid on the CRM Info tab of the associated Employee Info Center record, but the Role field is cleared. If you remove an employee with role type Capture Manager from the Employees grid on the Team tab of the Opportunity Info Center record, and that employee is also entered in the Capture Manager field on the General tab of the Opportunity Info Center record, the employee is also removed from the Capture Manager field. GovWin Capture Management does not update the Capture Manager field when you change an employee's role on either the Team tab of the Opportunity Info Center record or on the CRM Info tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the Capture Manager field, as needed.
Executive Lead	Enter the name of the employee who is the executive lead for the opportunity, or use the Employee lookup to select an employee. If the employee record that you want does not exist, you must add a new employee record before you enter a name in this field. When you enter an employee name in this field: GovWin Capture Management creates a hyperlink between the employee name and the corresponding Employee Info Center record. You can click the name in this field to open the employee record. GovWin Capture Management adds the employee's name and related information to the Employees grid on the Team tab of the Opportunity Info Center record. GovWin Capture Management adds the contract's name and related information to the Opportunities grid on the CRM Info tab of the specified Employee Info Center record. To edit the executive lead name, right-click the name and click Edit. This temporarily disables the hyperlink feature and allows you to edit the information in this field. Note the following: If you remove an employee from the Executive Lead field of an opportunity record, the employee still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared. If you remove an employee from the Executive Lead field of an opportunity record, the opportunity still displays in the Opportunities grid on the CRM Info tab of the associated Employee Info Center record, but the Role field is cleared. If you remove an employee with role type Executive Lead from the Employees grid on the Team tab of the Opportunity Info Center record, and that employee is also entered in the Executive Lead field on the General tab of the Opportunity Info Center record, the employee is also removed from the Executive Lead field. GovWin Capture Management does not update the Executive Lead field when you change an employee's role on either the Team tab of the Opportunity Info Center record or on the CRM Info tab of the Employee Info Center record. When you make a change on either of those tabs, you must manually change your entry in the Executive Lead field, as needed.
BVS	This option displays if you set up the BVS Sales Force Interface in Opportunity Settings Configuration to help qualify opportunities. After you enter a new opportunity record and select a Stage, click the BVS Sales Process link to access the BVS application. Enter additional information in BVS, and save your work. BVS updates information on the opportunity record.
Date Opened	Click Calendar to select the date on which you identified the opportunity and began pursuing the job.
Closed Reason	This is a drop-down list that shows pre-defined reasons why the opportunity closed. The options in the list are defined in the code tables found in Configuration.
Date Closed	Click Calendar to select the date on which you closed this opportunity.
Closed Notes	This is a memo field that you can use to fill in any description that relates to the closing of the opportunity.
Days Open	GovWin Capture Management displays the number of days that the opportunity has been open. This value is based on the date entered in the Date Opened field and either today's date or the date entered in the Date Closed field.
Total Value	This represents the total value of the opportunity. Enter a number that represents the entire estimated monetary amount of revenue you expect to earn, if the opportunity results in an awarded contract. The revenue value for the company may be a subset of this Total Value if several partners (prime and subs) are awarded the contract. Do not enter currency symbols or decimal points in this field. GovWin Capture Management automatically converts your entry to your selected currency format.
Win Probability	Use the drop-down list to select a number that represents the probability that the opportunity will become a contract. For example, if the probability that the opportunity will become a contract is 80%, enter 80 in this field. You define probability options and their descriptions in Code Table Configuration. If there is a description associated with the probability number that you enter in this field, the description displays to the right of the field.
Weighted Revenue	GovWin Capture Management calculates this value using the information that you enter in the Revenue and Probability fields. GovWin Capture Management determines the value as follows: Revenue X Probability = Weighted Revenue If you clear the Probability field, the weighted revenue value defaults to 0 (zero).
Estimated Start	Click Calendar and select the date on which you expect to begin the job associated with the opportunity.
Estimated Completion	Click Calendar and select the date on which you expect to complete the job associated with the opportunity.
Responsibility	From the drop-down list, select your firm's expected role, such as Prime or Joint Venture, on the contract that is associated with the opportunity. The roles that display in the drop-down list are added to this list in the Responsibility code table in Configuration > General > Code Tables.
NAICS	From the drop-down list, select the North American Industry Classification System (NAICS) code for the opportunity. These are government-designed codes that identify the industry in which a company operates. The codes provide a means for classifying businesses for data collection, analysis, and publication of data related to the U.S. business economy. The codes that display in the drop-down list are added to this list in the NAICS code table in Configuration > General > Code Tables. GovWin Capture Management provides the standard list of NAICS codes.
Kona Space	This field is only available if GovWin Capture Management is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form and if you have entered your Kona username and password on the Misc tab of the User Options dialog box. If you click New on the toolbar, and select Create Kona Space, GovWin Capture Management creates a Kona space for the opportunity, with you as the space owner. It then displays the space name in this field, and invites all employees listed on the Team tab who have email addresses to join the space. The Kona space displays below this field, and you can work in the space without leaving the Opportunity Info Center to go to Kona Business. You can also create a space for an opportunity in Kona Business yourself and then select that space in this field to link the space to the opportunity. If you create the space yourself and then link it to the opportunity, however, employees listed on the Team tab are not automatically invited to join the space. An opportunity can only be linked to one Kona space, but a Kona space can have multiple opportunities linked to it. Prerequisites: For an employee to be able to use the Kona integration features on this tab, the following must be true: Their GovWin Capture Management access rights must give them access to the opportunity record. They must be set up as a user of the firm's Kona Business account. They must log on to Kona on the Misc tab of the User Options dialog box in GovWin Capture Management. If they are not the space owner, they must be invited to join, and accept membership in, the Kona space for the opportunity. They must be using Microsoft® Internet Explorer® 9 or a later version.
Our Contract value	Enter the amount of the total contract value that you expect your company to earn, if you are awarded the contract associated with the opportunity.
Period of Performance	Enter the calendar years that you expect to work on the contract associated with the opportunity.