Pursuits FAQ

Pursuit is where you track and manage opportunities from evaluation through submission—stages, owners, tasks, and updates in one place.

Open its Pipeline card → Update Pursuit Stage (e.g., Evaluate → Pursue → Proposal → Submit → Award).

Add tags like High Priority or Sub Needed, then filter or group by tag in List view.

Use Assign to member, mention teammates in notes, and track changes in Activity Logs.

Enable Notifications on the contract to get email alerts for updates—including amendments and deadline changes.

Yes—reorder, rename, and color columns; use ribbons to highlight items in Pursuit.

Yes—save filters and set a default view so your preferred layout loads automatically.

Drag and drop the contract between columns in Kanban.