Linking Opportunities and Awards to Existing Pursuits

How and why to associate related opportunities and awards to your existing pursuits

Pipelines on GovTribe contain Pursuits, and each Pursuit represents an individual Opportunity at some stage of the business development process. You create Pursuits in Pipelines by clicking the Add to Pipeline button on any Opportunity from an Opportunity Search Page or on the Opportunity's Detail page -- or by creating a "blank" Pursuit from within a Pipeline. (See Step 2: Add Pursuits to Your Pipeline for more details.)

In this way, normally each Pursuit represents a single Opportunity that you are pursuing. However, sometimes it's useful to link additional Opportunities to a Pursuit, as described in this document.

Linking to Existing Pursuits

Why to Link an Opportunity to an Existing Pursuit

Linking to an existing Pursuit in one of your Pipelines can be helpful in the following instances:

• You have an existing Pursuit that is a re-compete opportunity that you created from an Award. The new solicitation was just released, and you wish to link the recently released Opportunity to your existing Pursuit.

• You have an existing Pursuit that was originally created from an Opportunity in the Pre-solicitation stage. The government has now released the Solicitation, but it came out as a separate notice under a new solicitation number, and you wish to link the new Opportunity record to the existing Pursuit.

Linking essentially causes two Opportunities to be associated with and managed under a single Pursuit.

Why to Link an Award to an Existing Pursuit

The most common reason for linking an Award to an existing Pursuit is when your Pursuit is a follow-on requirement to, or a recompete of, an existing contract or grant. Linking the GovTribe’s Award record of that existing contract to your Pursuit provides context for your current bid efforts, and improves the fidelity of the Likely Bidders projections GovTribe provides within your Pursuit.

How to Link a record to an Existing Pursuit

To link a record to a Pursuit:

Step 1. Locate the opportunity, or award, that you would like to link.

Step 2. Click the Create Pursuit button, followed by Add to Existing Pursuit. Finally select the appropriate Pursuit in the list provided.

The Link Pursuit button appears in the lower right corner of each record listed on in the search results view of any search page as well as in the upper right corner of the detail page.

Step 3. In the resulting Link Pursuit modal, indicate how you would like to link the record, based on the information contained in the record you are linking.

• Click Overwrite on any property you wish to replace with the new information.

• Click Merge if a given property allows for multiple values in it. (If Merge is not allowed it will be grayed out.)

Step 4. Click OK. The Activity Feed on the Pursuit will update to show you the changes.

When you view the Pursuit any linked opportunities now appears in the Opportunities tab, and any linked awards will show under Recompetes.