Pipeline
Track pursuits from lead to award.
Add a bid to your Pipeline when it's worth pursuing. Each pursuit moves through stages: Positioning, Lead, Qualifying, Capture, Proposal, Submitted, Awarded, Lost, Fulfillment and Closed.
Open a pursuit to see its tabs:
- Overview: the key facts, deadline and stage.
- Workroom: brief, compliance, pricing and proposal work.
- Contract: appears once the pursuit is Awarded.
- Files: documents for this pursuit.