Help centre › Working an opportunity

My Opportunities

Save opportunities, move them through the eight stages on the board, ask your coach, and keep tasks, reminders, documents and contacts with each one.

My Opportunities is your company's pipeline: every contract notice, grant and SBIR topic you decided to look at, on a board by stage.

Saving an opportunity

On a match, a notice, a grant or an SBIR topic, choose Save for your company. Pick where it starts: Saved, Reviewing, or Pursuing. Choose Saved, ask my coach to put it in your C4 coach's queue straight away. Saving the same opportunity twice opens the one you already have.

The stages

StageMeans
SavedOn the list. No decision yet.
ReviewingReading the notice and deciding bid or no-bid.
PursuingYou decided to respond and are working the checklist.
SubmittedThe response went in. Waiting for the agency.
WonAwarded to you.
LostAnother firm was selected. Ask for a debriefing.
No-BidYou decided not to respond. Note why.
ArchivedOut of the way. The reason is kept: not a fit, cancelled by the agency, a duplicate, or other.

Saved, Reviewing, Pursuing and Submitted are open. Won, Lost, No-Bid and Archived are closed: they leave the board's default view but stay in your history.

Opportunities saved before 20 October 2026 were moved to these stages for you: Interested became Saved, Ask my coach became Reviewing with the coach flag on, Bidding became Pursuing, Awarded became Won, Not awarded became Lost, and Not a fit or Cancelled became Archived with that reason.

The board

Open My Opportunities from the menu. On a computer each stage is a column; on a phone the stages are listed one under another. Each card shows the deadline with its time zone, days left, checklist progress, open tasks and badges for due soon, Ask my coach and overdue tasks.

To move a card, pick the new stage in Move to and choose Move. To archive, pick the archive option with the reason. Every move is recorded in the opportunity's activity log with who made it and when.

Filter the board by company (coaches), type, stage, closing within 7, 14 or 30 days, Ask my coach only, or search by title, company or agency. The stage counts at the top link to one stage at a time.

Ask my coach

Ask my coach is a flag, not a stage, so it can be on at any stage. Tick it on the opportunity's page (or choose Ask my coach on a notice) and the notice joins your coach's review queue. When the coach records a bid or no-bid, the flag clears: a bid moves the opportunity to Pursuing, a no-bid to No-Bid.

Tasks

On the opportunity's page, Tasks lists who does what by when. Add a task with a title, assign it to someone at your company or to your coach, and give it a due date. Tick Mark done when it is finished. The person assigned gets an alert on the due date, and the board shows overdue tasks.

Reminders

Deadline reminders are automatic: 14, 7, 3 and 1 days before the opportunity closes. Add your own under Reminders: a date, a time and its time zone, a note, and who to remind (you, everyone at the company, or one person). It appears in the notification centre at that time and in your next email digest. See Notifications and alerts.

Documents

Keep working files with the opportunity under Documents: PDF, Word, Excel, PowerPoint, text, CSV, PNG or JPG, up to 10 MB each. Each company has 250 MB.

Contacts

Contacts shows the government point of contact from the notice and the people in your company's contact log for this opportunity. To link a contact log entry, put the opportunity's id in its Related notice field. See Contacting the government.

The checklist, notes and submitting

The checklist, the activity log, the internal due date and recording your submission are described in Checklist, notes and submitting.

Still stuck?

Send a request to the Acidni support team, or email support@acidni.net.

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