Create a Pursuit

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

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

Contents

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

In a Pipeline

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

2
A pop-up titled Add Pursuit will appear.
3
Complete the required fields:
  • Name – Name of the pursuit (mandatory).
  • Description – Brief description of the pursuit.
  • Win Probability - Estimated chance of winning (as a percentage).
  • Estimated Value – Estimated monetary value of the pursuit.
  • Due Date – Deadline for pursuit completion.
  • Estimated Award Date – Anticipated date of pursuit award.
4
Click Save after filling in all the necessary information.

From an Opportunity Search Page

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

1
When you have found an opportunity you would like to add, select Add to Pipeline.
2
A drop-down will appear asking you to search or  select the pipeline you would like to add this to.

3
A pop-up confirmation will appear, allowing you to View the Pipeline or View 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, select Add to Pipeline.

2
A drop-down will appear asking you to search or  select the pipeline you would like to add this to.
3
A pop-up will appear letting you know that this was a success. You can then View the Pipeline or  View Pursuit.