Help centre › Working an opportunity

Checklist, notes and submitting

Use the checklist and the activity log on a saved opportunity, set an internal due date, and record your submission.

Every opportunity in My Opportunities has a checklist, an activity log and a place to record your submission. The stages, the board, Ask my coach, tasks, reminders, documents and contacts are described there.

The checklist

Each saved opportunity gets a checklist of the steps a response needs for its type: review the summary GovCon prepared, check eligibility, questions deadline, compliance matrix, pricing, review and submission. Grants and SBIR topics get their own lists. Tick steps as you finish them; the board shows how many are done and the next one.

Notes and the activity log

Add notes, calls and coach advice to the log. Every change of stage, every task and reminder added, and every document uploaded is recorded with who did it and when.

Owner and internal due date

Record who owns the response and set your own due date, a few days before the government's deadline, so reviews happen in time. The internal due date appears on the Dashboard and the calendar.

Submitting

The tool helps you prepare a response, but you submit it yourself through the channel the solicitation names. Move the opportunity to Submitted, record the date and the confirmation you received, and keep the receipt under Documents. When the result comes in, move it to Won or Lost; if you lost, ask for a debriefing quickly.

Still stuck?

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

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