How to change the status of opportunity groups

Opportunity groups help keep your Bid Board organized by allowing you to combine related bids into a single entry in your Bid Board. This article helps you be able to:

• Update the status of the entire opportunity group
• Accept or decline individual bids within a group
• Change the status of an individual bid within a group

It is important to note that the status you apply to an opportunity group is independent of the status of the individual bids within the group.


How to update the status of the entire opportunity group

There are two ways to change the status of an opportunity group:

• Directly from your Bid Board
• Within the bid “Overview” page

1. To change the status of a group from your Bid Board, click on the green or red buttons under “Action.”



2. From the pop-up window that appears you can select an assignee for the entire group and add private tracking information. Select “Done.”



The second way to make this change is from within an opportunity group’s overview tab.

1. Find the group you wish to update. Click on the name of the group:



2. You will be directed to the group’s Overview tab. Here you can see the group’s status on the top right side of the page. As a reminder, the status of the group is independent of the status of the individual bids within the group:



3. Click on the drop-down menu on the top right of the page:



4. Click on “Change group status.”



5. Click on the drop-down menu in the pop-up window that appears:



6. Select the status you want to set for the entire group and click on “Save.” You can only click “Save” if the status of the group has changed: 



7. You’ll be taken back to the opportunity group’s Overview tab. Here you will see the updated status for the group:



8. Since the group’s status is now “Accepted”, it will now appear under “Accepted” in your Bid Board. Keep in mind that updating the status of a group does not update the status of the individual bids within the group.




To accept or decline a single bid
There are two ways to accept or decline a single bid that is part of a group:

• Directly from your Bid Board
• Within the bid “Overview” page

To accept or decline a single bid directly from the Bid Board:

1. Click on “Click here to expand” to expand the bids within the group.



2. To accept, click on the green button. To decline, click on the red button.

 

To accept or decline a single bid from within a group:
1. To start, find the appropriate bid group in your Bid Board. Click on the name of the group.



2. From the bid group’s Overview tab, look for the individual bid you want to accept or decline. To accept, click on the green button. To decline, click on the red button.



3. Once accepted, you will see the bid’s due date next to the individual bid. 



4. Individual bids within a group that are declined are automatically archived, but remain listed in the group’s Overview tab.




To change the status of a single bid within a group
1. Find the bid whose status you wish to change. Click on the drop-down menu next to it.



2. Click on “Change status.”



3. Click on the drop-down menu in the pop-up window that appears:



4. Select the new status you want to set for the bid and click “Save.” You can only click “Save” if the status of the group has changed.

If you’re changing the status of a declined bid, be sure to deselect “Archive this bid” or the bid will remain archived.



5. The status will be immediately updated in the group’s Overview tab:




If you have further questions about bid groups, please contact us at [e-mail]. We’re happy to help!