Pursuits Tips & Tricks

Things to consider and do when working with Pursuits

When Editing a Pursuit

Custom Tags

You can add whatever Tags you want! Make it easier to find different types of Opportunities and view your data. Commonly used Tags are Priority based (high, low, no priority) or for Opportunity "types" that are you working through

Win Probability & Estimated Value

It is important to remember to add your Win Probability and Estimated Value to your pursuit. Not only is this key when reviewing metrics within your pipeline, it is also vital for the machine learning algorithms that determine Likely Bidders on the Pursuit.