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User Guide
User Guide
  • Welcome!
  • Contact GovTribe
  • Getting Started
    • What Is GovTribe?
    • GovTribe QuickStart: Typical Workflow Overview
    • Navigation in GovTribe
    • Identify Your Company in GovTribe
    • Favoriting
    • Feature Your Vendor Profile
    • Search 101
      • Different Searches You can Make
      • Common Search Gotchas
      • Saved Searches and Email Notifications
      • Semantic Search
    • Data Exports
  • Features
    • Explore
    • GovTribe AI
      • AI Insights: Reasoning Model
    • Capture
      • Intro to Pipeline, Pursuits, and Triage
      • Pipelines
        • Pipeline Tips and Tricks
      • Pursuits
        • Linking Opportunities and Awards to Existing Pursuits
        • The Dashboard
        • Pursuits Tips & Tricks
      • Tasks
      • Saved Searches
    • Personas
      • Personas
      • Lists
    • Reports
      • Reports Section
        • Funding Analysis Report
        • Funding Report
        • Awards Report
        • Top Vehicles Reports
      • Additional Reporting Found on GovTribe Detail Pages
        • Detail Pages - Funding Analysis Section
        • Detail Pages - Funding Report
        • Detail Pages - Awards Report
        • Detail Pages - Top Vehicles Reports
    • Opportunities
      • Federal Forecasts
      • Federal Contract Opportunities
      • State and Local Contract Opportunities
      • Federal Grant Opportunities
    • Awards
      • Federal Contract Award Data Hierarchy
      • Federal Contract Awards
      • Federal Contract IDV Awards
      • Federal Contract Vehicles
      • Federal Grant Awards
    • Participants
      • Federal Agencies
      • States
      • Jurisdictions
      • Vendors
    • Government Files
    • Categories
      • NAICS Categories
      • PSC Categories
      • NIGP Categories
      • UNSPSC Categories
    • Programs
      • Federal Grant Programs
      • Major Defense Programs
  • How to
    • Change Your GovTribe Plan
    • Add and Remove User
    • Manage Your User Profile
    • Manage Billing
  • Pipeline Pro Tips - 4 Steps to Creating & Managing Your Capture
    • Step 1: Create and Customize a Pipeline
    • Step 2: Add Pursuits to Your Pipeline
    • Step 3: Create Tasks, Manage Files, & Collaborate with Your Team
    • Step 4: Monitor and Manage Your Pipeline
  • Some Example Use Cases
    • Conducting Market Research
    • Finding Opportunities
    • Research Incumbent Contracts
    • Find a Specific Contract or Grant
    • Research Competitors or Find Partners
    • Research Subcontract Award Data
    • Research NAICS and PSC Categories
    • Research Possible Re-Competes
    • COVID-19 Federal Government Contracting Data
    • Track Competitors or Partners Awards
  • Integrations
    • Slack
    • Zapier
    • pWin.ai
    • Unanet
  • Frequently Asked Questions
    • Phone Number Verification
    • GovTribe Plan Options & Support Levels
  • Terms of Use
    • API License Agreement
  • Privacy Policy
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  1. Getting Started

GovTribe QuickStart: Typical Workflow Overview

High-level overview of the basic steps for successfully using GovTribe. GovTribe 101.

PreviousWhat Is GovTribe?NextNavigation in GovTribe

Last updated 5 months ago

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There are four basic steps for using GovTribe to pursue opportunities for your business:

Step 1: Create a Pipeline Create a Pipeline to define your business development process. A Pipeline contains the Stages you follow as you respond to Opportunities. You can create a custom Pipeline or use one of GovTribe’s Pipeline templates.

Step 2: Add Pursuits to Your Pipeline As you identify Contract or Grant Opportunities you wish to pursue, add them to your Pipeline so you can track your progress.

Step 3: Create Tasks, Manage Files, and Collaborate with Your Team Create and assign Tasks to your team to collaborate in completing all requirements for each Pursuit. Share and manage files related to your Pursuits.

Step 4: Monitor and Manage Your Pipeline Monitor and manage the Pursuits in your Pipeline to completion (Won, Lost, or Abandoned).

Use the links provided for details on each step. If you have any problems along the way, contact us for help: email or use the chat feature found at the bottom right corner of each screen.

In addition, to understand more about the government contracting process and elements that make up the GovTribe system, it is helpful to review the "ALL ABOUT..." section of this User Guide.

Learn How: Step 1 - Create a Pipeline for Pursuits
Learn How: Step 2 - Create and Add Pursuits to Your Pipeline
Learn How: Step 3 - Create Tasks, Manage Files, & Collaborate with Your Team
Learn How: Step 4 - Monitor and Manage Your Pipeline
success@govtribe.com