Leads & Opportunities

What I Need to Know: Swinerton Facility Solutions (SFS) Guide
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 Change Orders for Existing JIPs (For Sales Goals Credit)
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
What I Need to Know: Opportunity General Prequalification Tracking
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
How To: Add Competition to an Opportunity
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
What I Need to Know: Opportunity Submittal Types
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
What I Need to Know: Opportunity Priorities
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
What I Need to Know: Automated Opportunity Start & End Dates
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
How To: Tracking Marketing Workload Throughout Opportunity Life Cycle
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