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Building your Pipeline

How favouriting a grant adds it to your Opportunities list, and how to manage and start drafting from it.

You can keep track of the grants you are research using the Favourites column.

Adding a grant to your Favourites

When you find an opportunity, click the Favourite icon in the top right to add to your pipeline. This will add it to the Favourites column.

Favouriting doesn't commit you to anything or use a credit. It just keeps the grant somewhere you'll see it again, separate from the rest of your matches.

Managing your Opportunities

You can view your Opportunities at any time under Applications in the left-hand menu. From here you can reorder them to reflect your own priorities, remove any that are no longer relevant, or add more by favouriting further grants.

Starting a draft

When you're ready to work on one, open it from your Favourites and click Apply Now

See Drafting bids for what happens next.

🔵 For managed users, your monthly strategy call is a good time to go through your opportunities together with your bid writing expert and agree what to prioritise.

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