Capture Management
The following fields are specific to the opportunity, after it has been added to the pipeline. Many fields are derived from authorized user actions. For example, if a user adds an opportunity to his/her pipeline the “Added to Pipeline Date” is dynamically created.
|
Field Name |
Field Definition |
Editable |
|
Capture Status |
Indicates the phase of the opportunity in the capture process |
Yes |
|
Capture Manager |
Indicates the name of Capture Manager who was assigned to the opportunity |
Yes |
| Proposal Manager | Indicates the name of Proposal Manager who was assigned to the opportunity | Yes |
|
Managing Account |
Useful if you support multiple companies utilizing Capture2Proposal. This column Indicates the company that added the opportunity to their pipeline so you can differentiate which company has invited you to collaborate on that opportunity. |
Dynamic |
|
Added to Pipeline By |
Indicates the user responsible for adding the opportunity to their company pipeline |
Dynamic |
|
Added to Pipeline Date |
Date the opportunity was added to company pipeline. |
Dynamic |
|
Last User Updated Date |
Most recent date that a user updated any attribute associated to the opportunity. |
Dynamic |
|
PWIN |
Probability of Win (PWIN) is a mathematical calculation, based on a series of weighted questions designed to evaluate a company’s probability to win the opportunity at a given time in the capture process. |
Dynamic |
|
My Role(s) |
Indicates the role(s) you have on a given opportunity. Note* Only visible in pipeline view. |
Dynamic |
|
Prime Sub Status |
Indicates prime or sub status for each teaming arrangement associated to the opportunity |
Dynamic |
|
Open Tasks |
Indicates, using a flag, if and opportunity has open tasks that need to be completed. |
Dynamic |