How to change the status of opportunity groups

The status you apply to an opportunity group is independent of the status on the individual bids within the group.

• Change the status of the entire opportunity group
• Change the status of an individual opportunity within a group

To update the status of the entire opportunity group

There are two ways to change the status of an opportunity group:

• Accept or decline a group directly from your Bid Board
• Change group status on the “Overview” page

Accept or decline a group directly from your Bid Board

In your Bid Board, when a group is "Undecided", click "Bidding" or "Decline"
under “Action" to change the group status to "Accepted" or "Declined" respectively. 



If you click "Bidding", you can then select an assignee for the entire group and add private tracking information. Click “Save.” The group status is now "Accepted" and will move to the "Accepted" folder. 

If you click "Decline", the group status is now "Declined" and will move to the "Archived" folder. 

Change group status on the “Overview” page

If you are not already inside a bid, double click on a group from your Bid Board. 



2. You can update the group status by: 

• Option 1: At the top of the page, hover over the text at the bottom of the "Status" section and click "Change group status".
  
  
  
  
• Option 2: Click on the carat at the top-right to open a drop-down menu. Click "Change group status".
  
  

3. Select a new group status from the drop-down menu in the pop-up window that appears and click "Save". Depending on the status you choose, there may be other required fields. You can also archive the group. 

Reminder: The status of the group does not affect the status of individual opportunities within the group. 



You’ll be taken back to the opportunity group’s Overview tab. The group status has changed and does not affect the individual opportunity statuses.

In the example below, the group status is "Won", but the individual opportunities are still "Submitted"

Change the status of a single opportunity within a group

There are two ways to accept or decline a single opportunity that is part of a group:

• Accept or decline an individual opportunity within a group directly from Bid Board
• Change an individual opportunity's status within a group on the “Overview” page

Accept or decline an individual opportunity within a group directly from Bid Board

This can only be done when the individual bid is in the "Undecided" status.

In Bid Board, hover over a group and click “Click here to expand” to show the bids within that group.

2. Click "Bidding" or "Decline under “Action" to change an individual bid's status to "Accepted" or "Declined" respectively. 

Change an individual bid's status within a group on the “Overview” page

Double click into a group to open it.



2. In the "Overview" tab, in "Group Summary": 

• If an individual opportunity is "Undecided", you can click the green check or red decline buttons  to change that individual status to "Accepted" or "Declined" respectively.
  
  
  
  
• Otherwise, click on the carat next to that opportunity to open a drop-down menu and click "Change status". 
  
  

4. Select a new status from the drop-down menu in the pop-up window that appears and click "Save". 

Note: Individual bids within a group that are declined are automatically archived, but remain listed in the group’s Overview tab. The group's status at the top does not change.