Step 1: Create and Customize a Pipeline

How to create a Pipeline from scratch or from a template, and how to customize an existing Pipeline

This document is part of a series that describes the four basic steps in creating and managing your Capture in GovTribe:

Step 1: Create and Customize a Pipeline << YOU ARE HERE Step 2: Add Pursuits to Your Pipeline Step 3: Create Tasks, Manage Files, and Collaborate with Your Team Step 4: Monitor and Manage Your Pipeline

This first step, creating a Pipeline for your Pursuits, forms the basis of how you and your team (if you have multiple users on your account) will work together to identify and pursue Opportunities.

The Pipeline only needs to be created once when you first begin using GovTribe; however, you can adjust your Pipeline as needed as you fine-tune your capture processes.

A Pipeline is a set of steps, activities, or stages your business typically completes when working on a Government Capture. Pipelines are designed to provide some basic structure around your capture process. You may have an existing business development process that you are looking to formalize, or you may be trying to add structure to the process. Pipelines can help you structure your Capture process in a way that makes business development more transparent and accountable.

While it is possible to create multiple Pipelines, we recommend that you start with just one simple one to avoid confusion. As you and your team become more familiar with using GovTribe, you can always customize the stages of your Pipeline and also create additional Pipelines if you need to track pursuits that truly differ in their development stages.

For more information, please read Pipeline, Pursuits, and Triage Overview.

Creating a Pipeline

To create a Pipeline:

Step 1. Go to: Main Menu > Pipelines. If no Pipelines exist yet for your account, you will be prompted to add your first Pipeline. If Pipeline(s) already exist for your account, click the New Pipeline Button:

The Add Pipeline pop-over window will then display:

Step 2. Type a Name for your Pipeline.

Step 3. (Optional)

• Create or apply any Tags you would like to associate with this Pipeline

• Type a Description to help team members understand how to use the Pipeline

• Designate which users can view and edit this Pipeline

Step 4. Finally you can either use a template for the pipeline stages if you would like.

Your new Pipeline will be displayed and is now available in the Main Menu > Pipelines submenu.

Step 5. (Optional) Edit the Pipeline to customize it to your specific needs.

To further customize your Pipeline, please continue to the Editing and Customizing an Existing Pipeline section.

Editing and Customizing an Existing Pipeline

Pipelines created from scratch or from a Template can be customized at any time, by any account user.

Editing Pipeline Properties

To edit an existing Pipeline:

Step 1. Go to Main Menu > Pipelines, and select the Pipeline you wish to edit or customize.

Step 2. Select the Vertical Ellipsis button, and then click the Edit at the top of the Pipeline screen, to make any edits you need:

Step 3. Click OK.

Turning Off/On Pipeline Change Notifications

By default, GovTribe sends each Pipeline owner a notification instantly, when changes are made to Pursuits in the Pipeline, such as:

• a Pursuit is added or deleted from the Pipeline

• a Pursuit in the Pipeline is edited

• A Contract or Grant Opportunity that you have linked to a Pursuit in the Pipeline is updated

You can turn these Notifications off (and back on again) as needed.

To turn off/on Pipeline Change Notifications:

Step 1. Go to Main Menu > Pipelines, and select the appropriate Pipeline.

Step 2. In the Edit drop-down menu, select Notification Settings.

Step 3. Use the green toggle button to turn off/on Notifications, then click OK.

While notifications are automatically sent to all users on the account by default, any team member on the account can choose to turn the Notifications off for their own accounts. You can also administer who has access to a pipeline, and it's notifications, when creating a pipeline.

Editing, Adding, and Deleting Stages

To edit a Stage:

Step 1. Go to Main Menu > Pipelines, and select the Pipeline you wish to edit or customize.

Step 2. In the Stage’s drop-down menu, select "Edit Stage"

:

Step 3. In the Edit Stage pop up, edit the Stage Name or Description, and click OK.

To add or delete a Stage:

Step 1. In the Stage’s drop-down menu, select:

• Add Stage Before

• Add Stage After, or

• Delete Stage