🛠️ Creating & Managing Pipelines in G2X

The G2X Pipelines feature helps business development and capture teams organize opportunities, track progress, and collaborate across the full capture lifecycle.

🏗️ How to Create a Pipeline

1. Navigate to the Pipelines Tab

   • Click “Pipelines” from the left-hand menu.

2. Click “+ New Pipeline”

   • Located in the top-right corner of the Pipelines page.

3. Enter a Pipeline Title

   • On the Create Pipeline page, name your pipeline and click “Create.”

4. Add Stages (Optional)

   1. Click “Add Stages” to customize the lifecycle to your workflow.

      1. If no stages are added, the system will default to the pre-built Simple Pipeline:

         1. Market Research
         2. Opportunity Identification
         3. Qualification
         4. Capture Planning
         5. Proposal Planning
         6. Proposal Development
         7. Proposal Submission
         8. Negotiation and Award
         9. Post-Award Transition

5. Access Your Pipeline

• You’ll be redirected to the pipeline dashboard, where you can:

  • View all pipelines (up to 3 per user)

  • Track project value by stage

  • Navigate to Dashboards, Reports (coming soon), and Tasks

➕ How to Add an Opportunity to a Pipeline

There are multiple methods to populate your pipeline:

From the Opportunities Database

• Find an opportunity

• Click the green “Show in Pipeline” button

From a G2X Opportunity Insight

• While viewing an opportunity, click “Show in Pipeline”

Import from CSV

• Go to your pipeline, click “+ New”

• Choose “Import from CSV” to upload multiple records at once

Import from SAM.gov

• Click “+ New”, select “Import from SAM.gov”

• Paste the link—G2X will auto-fill details

Add Manually

• Click “+ New”, then “Add Manually”

• Enter the opportunity info directly

⚙️ Managing Pipeline Opportunities

Step 1: View Your Pipeline

• Open your Pipeline

• Select the desired pipeline to see your opportunity list

Step 2: Edit Opportunity Details

• Click into the opportunity

• Under Overview, update fields like:

  • Critical Decision Factors

  • Strategic Fields

  • Supporting & Administrative Info

Step 3: Use G2X Capture Insights

• Click the “G2X Capture Insights” tab

• Add relevant insights:

  • Related Opportunities

  • Awards, Protests, Industry Moves

• Click “+ Add Insight” to attach them to your record

Step 4: Manage Tasks, PWin & Notes

• On the right-hand panel:

  • Tasks – Click “+ Add Task” (assigned users receive email notifications)

  • P-Win & Workshare – View as pie charts (requires % input under Strategic Fields)

  • Capture Notes – Click “+ Add Note” to save key details

Frequently Asked Questions (FAQs)

Q1: Can I bulk-add opportunities?
Yes! Use Import from CSV for fast uploads.

Q2: What if I add an opportunity to the wrong pipeline?
Remove it from the incorrect one, then re-add it to the correct pipeline.

Q3: How is PWin calculated?
Manually entered under Strategic Fields—update values anytime.

Q4: Can I edit an opportunity after it’s added?
Absolutely! All fields remain editable.

Q5: How do I pull insights from other parts of G2X?
Use the Capture Insights tab within each opportunity.

Q6: Why is some data already filled in?
Fields may auto-populate using SAM.gov data—you can adjust as needed.

If you encounter any issues or have questions about Pipelines, don't hesitate to reach out to our support team for assistance. We're here to help you make the most out of your experience on G2X.