Opportunities Module: How to Guide

To check whether you have access, click here. If you’re directed to the Opportunities module, you already have access. If you are not taken to the Opportunities module, please request access using the form below:

Using the Opportunities Module

Home View

When you open Opportunities, you’ll see a ranked list of opportunities, ordered by relevance score.

Each opportunity includes:

• A short summary overview, customized based on your profile

• An explanation of why the opportunity is relevant to you, such as: 

  • Matching your product and service keywords

  • Aligning with your target agency types

  • Falling within your geographic focus

• The type of signal (meeting, bid, spending, public web)

• The key date for the record (Bid due date, Contract end date, Meeting date, etc.)

• A relevance score indicating how closely it matches your profile, timing, and actionability

You’ll always see what GovSpend believes is most important to you first.

Types of Opportunities You’ll See

Meetings

Meetings that mention your products, services, or competitors — often an early signal of upcoming purchasing activity.

• Track competitor mentions

• Mentions of renewing or expiring contracts
• Pre-bid discussions related to your product/service focus so you can get ahead

Spending & Competitor Activity

Insights showing where competitors are selling, helping you:

• Identify agencies already buying similar solutions

• Get ahead of future opportunities

Recent Posted Bids

Relevant open bids tied directly to what you sell, without running separate bid searches.

Expiring Contracts

Contracts with end dates in the next 12 months, allowing you to:

• Get ahead with agencies who may need your products/services in the future

• Track where your competitors have open contracts so you can look to displace them in the future

Public Web Signals

Opportunities sourced from public internet data, such as:

• Emergency incidents triggering spend

• New grant and funding announcements

• Pilot programs and new agency initiatives

• Organizational & Leadership changes at relevant agencies

• New regulatory and compliance actions

Tracking Your Opportunities

There are a few actions you can take on each opportunity to help you track your opportunities and provide feedback on their relevance to you.

• Favorite - Click the heart icon to track an opportunity to come back to later. You can use the Favorites filter at the top of the page to see any opportunities you've favorited along the way.

• Hide - If an opportunity is not relevant to you and you don't want to see it in your view, you can click the hide icon. This will remove that opportunity from your main view.
• Thumbs Up - If an opportunity is a good match for you, click the thumbs up icon to send feedback that will help us surface more similar opportunities in the future.
• Thumbs Down - If an opportunity is not a good match for you, click the thumbs down icon. Select whether it was not relevant, not accurate or select other to enter in custom feedback. 

How to Sort & Filter your Opportunities:

Use the filters at the top of the page to filter your view and review your opportunities efficiently. The following filters are available:

• Agency - Use the Agency filter to review opportunities related to a specific agency or agencies.
• State - Filter by state in the Opportunities module

• Score - Use the range slider to filter your results by a score range (opportunity scores range from 1 being the least relevant to 10 being the most relevant). By default this filter is set to show opportunities scored between 7 and 10.

• Signal - Allows you to filter by your different signal types. If you're only interested in looking at Recently Posted Bids, for example, you can filter to look at only those signals in your view.
• Source - Filter by source if you want to isolate your view to only GovSpend signals or only signals from the Public internet.
• Date - Review opportunities for a selected date range, including "Today", "Last 7 Days", "Last 30 Days", or "All Time". The default for this filter is "Today" so you always have a fresh view of the newest opportunities each time you log in.
• Favorites - If you've used the heart icon to favorite any opportunities you can click the favorites filter to show only the opportunities you've favorited. Click the Favorites filter again to go back to your unfiltered view.
• Hidden - If you've hidden any opportunities from the main view, click this view to show only the opportunities you've hidden. If you find that you want to unhide any of these opportunities you can click the hide icon on the opportunity again to unhide it.
• Reset - To go back to the default filter settings, click the reset button.
• Search - Click the magnifying glass in the top right if you want to do a quick search to filter your records. This will simply search the basic information available for the opportunity, it is not a robust keyword search.

• Sort - Sort your records by score from highest to lowest or lowest to highest relevance. For the most efficient view, we recommend you use this filter and sort highest to lowest.
  • By default, opportunities are sorted most recent first 

Opportunity Details View

Clicking into an opportunity via the "View Details" button reveals:

• A detailed description customized based on your profile

• The reason it was surfaced to you

• Attachments (when available)

• Other related opportunities at the agency that are relevant to you

• Agency Key Contacts
  • Contact Relevance
    • Navigate to the Opportunities Module
    • Click “View Details” on any of the GovSpend Opportunities
    • The three primary contacts listed on the Opportunity are now generated with the following logic:
      
      • Priority 1: Purchasing & Procurement - Primary decision-makers for procurement processes. First point of contact for all purchasing inquiries. 
      • Priority 2: Technology & Education Leadership - Technology Director, IT Manager, CIO, Superintendent, Chief School Administrator
      • Priority 3: Other Decision Makers - Other contacts flagged as “decision makers” without the Priority 1 or 2 titles

• Quick links to:
  • The underlying GovSpend record associated with the signal (for example the Bid details page)
  • The Agency Profile for the agency the opportunity is tied to
  • The Web source for any signals from the public internet so you can validate and explore further

This transparency helps you quickly decide whether the opportunity is worth actioning.

Integrations

How to Integrate Contacts from Opportunities with your CRM:

• If your account has CRM integration set up, navigate to the Integrations page
• Click into the enabled integration instance (Salesforce or Hubspot)
• Ensure that “Signals” is selected in the second step of configuration
• In step 4, the field mapping step, you’ll now see contact fields available to map for signals
• Notes:
  • Since we show up to 3 contacts on the opportunity, you can map some or all of those contacts
  • You can decide what information you want for that contact.
  • Available fields:
    • Contact Name
    • Contact Email
    • Contact Phone

Scheduled CRM Integration for Signals

• Navigate to your My Profile OR the Settings on your Opportunities Module

• In the Buying Signals section, you’ll now see a “CRM” toggle next to “Alerts”
  • If you do NOT have CRM integration permissions, you will not see this toggle
  • If you have CRM integration but haven't set up your Signals mappings, you won’t be able to toggle on the automated integration

• Use the toggle next to “CRM’ to turn on the automated integrations
• Select whether you want a “Daily” or “Weekly” push of new opportunities
• The automated CRM integrations follow the same logic as alerts:
  • We only push records of score 5 or above
  • Users can set automated integrations separately for GovSpend vs. Web based signals