Business Development & CRM

Track pipeline and opportunities

Follow leads, opportunities, and pursuit decisions.

User guide · 2 min read

Before you begin

Choose Pipeline leads or Opportunities in Business Development. Identify the owner, department, and pursuit context for the record.

Open Business Development and choose Pipeline leads or Opportunities.
Open an opportunity and maintain its owner, department, value, and stage.
Use the available Bid/No-Bid, stakeholder, partner, and funder records to support the pursuit.
Review the overview with the relevant timeframe, record year, and other filters.

Concept	What to know
Lead / opportunity	Related pipeline workspaces. Use the correct list when locating a pursuit.
Stage	The opportunity's current progress through the pursuit.
Bid/No-Bid	The decision record supporting whether to pursue the opportunity.
Partners, funders, stakeholders	Supporting relationships used to understand and manage the pursuit.

Check the timeframe, record year, owner, and any other active filters.

Compare their identifiers and record types before editing: a lead and an opportunity are different records.