Navigating CLEATUS
A quick tour of the dashboard, the sidebar, Settings, and where to get help.
CLEATUS keeps every part of your capture workflow one click away. This guide gives you a quick tour of the dashboard, so you always know where to find what you need.
Or just ask CLEATUS
Where do I find my saved searches and recommended contracts?
Before you start:
Complete your Capture Profile, so CLEATUS can tailor what you see across the dashboard.
Find your way around
Start with the left sidebar
The left sidebar is your main navigation. At the top are the Search field and the Dashboard and Agent switch. Below them, TRACK holds Pipeline and CRM (customer relationship management). DISCOVER holds Contracts and Market Intelligence. BUILD holds Workspaces, where your proposals live, and Document Hub.
Open your dashboard
Click Dashboard to open the home page of your company. The Make the most of CLEATUS checklist sits at the top until you finish it. Below it, cards show your recommended contracts, pipeline, proposals, tasks, and recent workflow runs. When CLEATUS ships a new feature, a card about it shows on your dashboard.
Expand Contracts, Pipeline, and CRM
Click Contracts in the sidebar to show Search, Recommended, Custom Alerts, and Imported Contracts. Click Pipeline to show Triage, All Pursuits, Assigned to Me, Tasks, and Reports. Click CRM to show People, Companies, and Agencies. To open a CRM record fast, click Search and type its name.
Research in Market Intelligence
Click Market Intelligence to show its pages. NAICS Codes lists North American Industry Classification System codes. Government holds Agencies, Contracting Officers, and Contractors. Awards holds Vehicles, Contracts, and Grants. Parts holds NSNs (National Stock Numbers).
Watch your profile strength
The top bar of each page shows a Profile Strength meter. Click it to see what to strengthen next.
Switch companies
If you work across more than one company, click Search at the top of the sidebar, or press ⌘K (Ctrl K on Windows). Type the company name and select it. Click the company name at the top-left to edit the company or your profile. See Managing multiple companies.
Find setup and settings
CONFIGURE holds your Capture Profile and Automation (Workflows and Skills). Settings sits near the bottom of the sidebar. It opens a full-screen window with My Account, Notifications, Edit Company, Users and Teams, Integrations, Companies, and Organization Info. Owners and Admins also see Audit Logs. Only the Owner sees Billing. See Using Settings.
Get help
Open Need Help? at the bottom of the sidebar for the Help Center, the Setup Guide, Webinars & Trainings, and Product updates. To talk to the CLEATUS team, click Live chat below it.
Tip:
Click Ask CLEATUS on any page to find a feature or get help.