When the outcome of a bid is determined, INNERGY gives you a clear path to record it — whether the job was won or lost. Taking the right steps ensures your pipeline stays accurate, the Forecaster is updated, and won jobs flow correctly into Project Management.
When You Win a Bid
Winning a bid means the Opportunity is ready to become a Project. The correct action is to convert the Opportunity — not just update a status field. Here is the typical workflow:
Open the Opportunity from the Kanban board.
Confirm the correct Bid is set as the Current Bid (marked with a star). This is the bid that will carry over to the Project.
Click Convert to Project. This moves the Opportunity out of Sales and creates a corresponding Project in the Project Management module.
If the Opportunity was pushed to the Forecaster, remove it. Revenue will now flow automatically from work orders created under the Project.
Important: Confirm the correct Bid is marked as Current before converting. The Current Bid's takeoff data carries over to the Project. See How do I change the Current Bid? if you need to switch bids before converting.
When You Lose a Bid
When a job is not awarded to your company, you should close the Opportunity so it moves out of the active Kanban view and into the historical Grid View. Here is the typical workflow:
Open the Opportunity from the Kanban board.
Inactivate the Opportunity. This removes it from the Kanban view and stores it in the Grid View for historical reference.
If the Opportunity was pushed to the Forecaster, remove it to keep your revenue projections accurate.
Reviewing Won and Lost Opportunities
Closed Opportunities — both won (converted to Projects) and lost (inactivated) — are accessible in the Grid View of the Opportunities module. This view serves as your historical record of all bidding activity and can be filtered by date, contact, status, and other fields for reporting and analysis.
Related Articles
How do I convert an Opportunity to a Project?
How do I change the Current Bid?
How do I inactivate an Opportunity?
Forecasting Opportunities: Push and Remove