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  • 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
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  1. Features
  2. Capture

Pipelines

PreviousIntro to Pipeline, Pursuits, and TriageNextPipeline Tips and Tricks

Last updated 9 months ago

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A Pipeline is a set of steps, activities, or stages your business typically completes when working on a Government Capture. You can have multiple Pipelines if your business processes differ for different types of captures.

As you find Pursuits you would like to investigate and possibly pursue, add them to the appropriate Pipeline to begin working on them.

Related Articles:

To access a Pipeline:

Step 1. Go to: Main Menu >> Capture >> Pipelines, and select a Pipeline. (A Generic default "Pipeline" has been created for you for any GovTribe accounts created after 2022 so you will need to customize your pipeline, if your account was created prior to 2022, please refer to .)

The following image describes the top portion of Pipeline page and its features and functionality:

The following image describes the Stages portion of the Pipeline Detail Page.

Pipeline, Pursuits and Triage Stage Overview
Step 1: Create and Customize a Pipeline
Step 2: Find and Add Pursuits to Your Pipeline
Step 4: Monitor and Manage Your Pipeline
Step 1: Create and Customize a Pipeline