Leads & Opportunities
Please review the attached guide to learn how to manage contacts, communication, leads, and opportunities for Swinerton Facility Solutions (SFS) related act...
Wed, Aug 3, 2022 3:13 PM
HOW TO LOG AWARDED CHANGE ORDERS IN UNANET (This tracking method is typically reserved for large Change Orders (e.g., significant changes in scope) so Divis...
Tue, Sep 6, 2022 6:24 AM
The following guide outlines the process for tracking General or Annual Prequalifications that are NOT connected to a specific pursuit. By creating an Oppor...
Wed, Jul 19, 2023 10:42 AM
The following steps outlines the process for adding Competition on your Opportunities. If you are aware of your Competition at any stage throughout the Oppo...
Mon, Jun 12, 2023 3:49 PM
The Submittal Type/Effort level field in Unanet is used to group opportunities by the type of submittal and the marketing effort level to provide better for...
Mon, Jul 3, 2023 2:15 PM
Priority levels are assigned to opportunities to help Divisions focus on "must win" pursuits and help prioritize their pipeline. Since every oppor...
Tue, Sep 12, 2023 6:16 PM
Effective September 2023, two new opportunity fields will be introduced to automate Opportunity Construction Start and Completion Dates. The changes will he...
Thu, Oct 5, 2023 12:37 PM
During an Opportunity's life cycle, there could be multiple Marketing Staff assigned to support different stages (i.e., RFQ, RFP, and Interview) of the ...
Mon, Nov 6, 2023 8:51 AM