How to Create an Opportunity in Federal Compass

Creating a new opportunity in Federal Compass allows you to customize your pipeline with opportunities at state, local, and federal levels. This enhances your ability to track and manage your business development efforts effectively.

Step-by-Step Guide

Step 1: Navigate to the Opportunity Search Interface

1. Select Opportunity:

   1. From the primary navigation menu, click on Opportunity and then Opportunity Search.
                           

Step 2: Initiate and Define the New Opportunity

1. Create Opportunity:

   1. On the Opportunity Search page, click the Create Opp button.
         
2. Fill Out Fields:
   1. Pipeline Fields: Customize your pipeline as needed.
   2. User-Defined Fields: Add any additional fields relevant to your tracking needs.
   3. Opportunity Details: Required fields you must complete.

      1. Enter Required Details:

         • Title
         • Solicitation Number
         • Procurement Stage
         • Contracting Agency
         • Contract Vehicle
         • NAICS
         • Description
3. Save Your Entry:
   1. After entering the details, click Save Changes to finalize.
                             

4. Filter Your Opportunities:

   1. To view only opportunities you created, click the funnel icon and select Show only user-defined.
                             

• Detail Accuracy: Ensure all fields, especially required ones, are accurately completed.
• Regular Updates: Periodically update opportunities to keep your pipeline current.

Need Additional Help?

If you have any questions, please reach out to the CSM team for further assistance, support@federalcompass.com.