Opportunities
The Opportunities module lets you create and manage opportunities in Costpoint. It also allows you to import opportunity records from GovWin IQ and set up and maintain organizational conflicts of interest (OCIs).
With this module, you can monitor the status of your opportunities and link these opportunities to OCIs, contracts, projects, and potential team and work force employees. Project initialization is also enabled so you can create projects with information already available in the CRM & Contracts domain.
Options to store request for proposal, post-award debrief, and other information related to opportunities and OCIs are also available in this module.
- Related Topics:
- Opportunities
This application group has the Manage Opportunities and Opportunities Quick View screens, which you can use to set up, maintain, and view information for your opportunities. - Opportunity Reports and Inquiries
Use the screens in this application group to generate reports on opportunities. - Organizational Conflict of Interest (OCI)
Use the Manage Organizational Conflict of Interest (OCI) screen in this application group to create and manage OCIs, and link these OCIs to opportunities, projects, employees, and subcontractors/vendors. - Opportunities Interfaces
This application group has the Import GovWin IQ Data screen, which you can use to import opportunity information from GovWin IQ into Costpoint. This screen also enables you to set up a stored parameter for running the GovWin IQ integration so that it can be scheduled and run regularly through the job server.
Parent Topic: CRM & Contracts