Custom Capture Overview

Business Development Managers and Admins are the only users with the ability to create custom capture fields. However, the visibility for the fields extends to the Business Developers, Capture Managers, and Proposal Managers as well by default.

These fields allow your company to customize your content and easily add and share information based on your unique decision-making processes.

 

• Create Custom Capture Fields
  • Create your fields in the Admin Console; they will be made visible in all opportunities in your company pipeline.
• Add Custom Capture Responses
  • Fill in the data for each opportunity in the Custom Capture tab for that opportunity.
• View Custom Capture Fields In Your Pipeline
  • All licensed users can view the custom capture fields in their pipelines, either as columns in the pipeline grid, or through the opportunity expand capability.