video1.0<iframe src="https://www.loom.com/embed/67997261f04d47b9add9fcd4716eccba" frameborder="0" width="1996" height="1497" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14971996Loomhttps://www.loom.com14971996https://cdn.loom.com/sessions/thumbnails/67997261f04d47b9add9fcd4716eccba-72fc93ee2aa0599f.gif707.838This Loom explains how to customize your Capture pipeline in the platform. It covers editing Opportunity and Pipeline phase names and adding or reordering phases in Capture settings, including changing phase colors. It then demonstrates switching between Kanban, table, and Gantt chart views, and creating saved views by rearranging columns or applying filters, such as a view for “prime” opportunities that can be private or team-wide and set as a default. The video also shows how to toggle a Kanban preview panel for opportunity overviews and how to manage opportunity member roles and required capture questions, including whether answers are used in proposal content. It concludes with where to get help via the GovDash help center chat.