Add Pursuits to Existing Pipelines

Premium This feature is available within the following subscription tiers: APP Max and Procurement Pro.

Once you've created a Pipeline, you can add pursuits to it using various methods, whether you're on an opportunity or pipeline page.

Contents

  1. In a Pipeline
  2. From an Opportunity Search Page
  3. From an Opportunity

Unless a pursuit is created through the pursuit button on a selected stage, all pursuits will start within the Triage stage.

In a Pipeline

1
Click the Pursuit button at the upper right corner of a stage.

2
A pop-up named Add Pursuit will appear.
3
Fill in the required fields for the pursuit:
  • Name – The pursuit's name. (mandatory)
  • Description – Brief description of the pursuit.
  • Win Probability – Estimated chance of winning, represented as a percentage.
  • Estimated Value – Estimated amount to be won.
  • Due Date – Date the pursuit is due to be completed.
  • Estimated Award Date – Expected date of pursuit award.
4
Select Save when all fields are completed.

From an Opportunity Search Page

The opportunity pages are  Contract Opportunities, Grant Opportunities, NSN Opportunities, and Contract Awards.

1
When you find an opportunity to add, select Add to Pipeline.
2
A drop-down will prompt you to select the pipeline to add this to.

3
A confirmation pop-up will appear, confirming the addition. You can then view the Pipeline or the Pursuit.

From an Opportunity

Opportunities are the results within an opportunity's search page. These can be called solicitation notices, grants, or award notices.

1
Within the summary section of the opportunity, choose Add to Pipeline.

2
A drop-down will ask you to select the pipeline to add this to.
3
A confirmation pop-up will appear, confirming the addition. You can then view the Pipeline or the Pursuit.