Product

Collaboration

Saved reports

  • Use the Save reports button in the top-right corner of the screen to save your preferred reports and filters.
  • Next time you need them, they are already saved and already configured for use.
  • Explore our library of predefined report templates
  • Saved reports can be shared with colleagues.
  • We introduced a library of standard report templates.

Flags

  • Rank opportunities in order of importance. 
  • You get an organized view of your opportunities based on your needs and interests, and you can share it with your colleagues in your organization.
  • Assign opportunities to you and your colleagues - Use this feature, alongside flags and comments, to streamline your qualification and proposal workflows.

Flags board

  • It helps you and your team members to manage the flagged opportunities of your organization, in a Kanban board.
  • Customize your flags, colors, and labels.
  • The Kanban board can now be filtered by user, status, or deadline.

Custom opportunity flags

  • Rank opportunities in order of importance.
  • Create a custom workflow.
  • Label your tenders with custom flags, shared between all team members.

Comments and history of opportunities

  • Share comments on opportunities with your team members.
  • Check the history of an opportunity, incl. past flags, changes, or comments.

Self service

  • Organization owners can manage their users, roles, and seats. Owners automatically have a seat, granting them full access. We will also introduce ”free users”, with limited access.

Daily activity report email

  • You can now receive emails with the activity of all colleagues, such as: flagged opportunities, comments, Shared bookmarks (Saved reports). Change your email preferences from your settings.

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