New opportunities land here. Assign one to an account manager, then once it's confirmed as a real
fit (qualified), it moves into the Pipeline board to be worked through Triage → Won/Lost.
Title
Entity
Stage
Assigned to
Tasks
Title
Opportunity
Assigned to
Due
Status
Live Tenders
Title
Reference
Entity
Portfolio
PRAZ category
Published
Closing
Assigned to
Annual Procurement Plans
Items scraped from PRAZ's Annual Procurement Plan bulletin board, kept separate from Live Tenders.
These still also show up in the Sales Funnel/Pipeline once assigned and qualified -- this is just a
dedicated way to browse them by portfolio.
Title
Entity
Portfolio
Year
Method
Tender publication
Bid closing
Assigned to
Award Notices
Notice
Award title
Awardee
Portfolio
Amount
Award date
Assigned to
Pillar Overview
Running tenders, profile matches and live plan items per Frolgate solution pillar
Paste a certificate reference and only the last 5 characters are kept (e.g. certificate_6 SS002 → SS002). Any tender requiring one of these codes is kept and flagged Matches Company Profile, and is filed under the code's pillar when its wording doesn't point to a more specific one.
Company Profile Keywords
🔍
0
Keyword
Pillar
Rule
Chat
Users
🔍
0
Name
Username
Email
Role
Pillars covered
Last sign-in
Status
New users and password resets get a temporary password and must choose their own at first sign-in.
When email is set up they're emailed their sign-in details. New-tender emails go to each user only for the pillars they cover
(none ticked = every pillar). Users who have worked on tenders or opportunities can't be deleted — disable them instead.