TECKpert BD Pipeline

TECKpert BD Pipeline

⚡ Batch Run

Re-runs analysis on all active deals that have source docs in Drive, then generates clarification questions where a deadline is set. Deals missing source docs are listed but skipped.

Statuses: Evaluating Reading Drafting

Active Opportunities

Forecasts

All

Contacts

No-Bid / Lost

Add Contact

First name

Last name

Title

Organization

Type

Industry

Email

Phone

Notes

Push to Mailjet

List

Send only

Add Opportunity

Title *

Agency *

Level

Type

Set-aside

NAICS

Due Date

Questions Due

Value Low ($)

Value High ($)

Decision

HigherGov URL

Procurement URL

Drive Folder URL

Notes

🔐 Portal Credentials Vault

Stored logins for procurement portals. The agent uses these to log in and download solicitation documents automatically.

Add / Update Login

Portal Domain *

Username / Email *

Password *

Account Email

Notes

Confirm Status Change