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Pipeline and saved work

Pipeline: revisit saved work and mentor reviews

Pipeline shows the opportunities, forecasts and small orders that you saved, and your mentor reviews, in four columns.

Written By GovPreneurs

Last updated 21 days ago

Pipeline is the page where you come back to the work that you saved and the mentor reviews that you sent. It shows one card for each item.

What you can do here

The four columns

ColumnWhat it holds
SavedItems that you saved. The subtitle reads "Worth pursuing".
Mentor reviewYour open mentor reviews. A closed review leaves the board. The subtitle reads "Second opinion in flight".
ProposalThe subtitle reads "Crafting, pricing, submission". It has no cards today.
OutcomeThe subtitle reads "Submitted & results". It has no cards today.

Where to start

In the left menu, click Pipeline. If the page is empty, save an opportunity first. See Save or remove an opportunity. The Pilot plan does not include the Opportunities page or mentor reviews. On that plan, Pipeline shows the forecasts and small orders that you save. To read a mentor reply, click Read reply or Open thread on a card in the Mentor review column. See Find and read a mentor-review conversation.

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