The Exchange Opportunity Board is an Exchange App that allows you to pin Awards, Contract, SBIR|STTR, Grant, Challenge as well as create your own opportunity from scratch.
Organize and analyze your opportunities prior to entering them into your pipeline. Each Opportunity Board you create is a grouping of pinned or created opportunities of interest. Create your first Opportunity Board by selecting the “+ New Board” pane link in the left gutter:
Name your Opportunity Board, enter a description, add an opp board image:
Select the “Add Board” button and your first Opportunity Board is created:
Locate and Pin Opportunities of interest in your Opportunities App:
You can Pin any Contract, Grant, SBIR|STTR, Grant, Need or Challenge utilizing the Pin image within the Opportunities App. You can also add Awards from various locations within the Exchange where awards are displayed. Success you have Pinned your first opportunity to your new Opportunity Board.
Now let’s open your newly pinned opportunity of interest by select the opportunity name within your Opportunity Board:
First thing you should do is update your opportunity by selecting the Edit Opportunity link:
Many opportunity fields will auto populate however you can overwrite those field and enter or select the fields that are important to you. When you’re happy with your entries select the “Save” button and you’ll be directed to the Opportunity Summary page. From this page you can enter gantt chart based activities, add attachments, and finally add comments:
Select the Partners tab to discover potential partners with the capabilities you’re looking for. Select the “+ Add Snapshot” link:
Enter a capability keyword, select Create Snapshot and the Exchange will return a list of potential partners that can provide that capability:
Select the Competition tab to identify potential competitors delivering a specific capability. Select the “+ Add Snapshot link:
Enter the Snapshot name, Description, desired keyword capabilities and other fields as needed. select Create Snapshot and the Exchange will return a list of potential competitors based on your snapshot criteria:
Select the competition snapshot count to view all companies matching your criteria. From this results page you can select the “+” image to add a company as a Partner of Competitor within your Opportunity Summary page. Return to your Opportunity Summary tab to review your opportunity: