Adding a Contract to Your Pipeline
Start tracking and pursuing an opportunity end to end.
Your pipeline is the place where an opportunity changes from a search result into a pursuit that you work. This guide shows you how to add a contract and start to track it.
Or just ask CLEATUS
Add the Fleet Services Building IFB to my pipeline and tag it facilities
Before you start:
You can add a contract from the place where you find it: Search, your recommendations, or a contract page.
Add a contract
Add it to your pipeline
On a contract in Contracts > Search, click Add to Pipeline. After you add the contract, the button reads View in Pipeline and opens its pursuit. On a contract page, the same button reads View Pipeline.
Or accept it from Recommended
In Contracts > Recommended, the same action reads Accept. Work through your matches and build your pipeline in one pass.
Find it in Triage
The new pursuit lands in the Triage column of your pipeline board. Each column shows a live count and a total value. To see only new pursuits, open Pipeline > Triage in the sidebar.
Work the pursuit
Drag the card to a working phase, such as Building Proposal. Add tags, set a due date, assign teammates, and create tasks. Click the card to open the full pursuit page. If your company uses custom fields, CLEATUS fills in each field that has a default value. Fill in the other fields on the Attributes card.
Other ways to add a pursuit
- Track work that CLEATUS did not find. On the board, click New pursuit. Enter a title, and an agency and a due date if you know them. The + in a column header adds the pursuit to that column.
- Import a solicitation with its documents. Open Contracts > Imported Contracts and click Import Contract. Then add the imported contract to your pipeline. See Importing a Contract.
- Let a workflow add contracts. Create a workflow from the Auto-Add to Pipeline template to add each new recommendation above a minimum score. The Add to Pipeline action can also apply tags to each pursuit that it adds. See Automating Your Pipeline.
Tip:
Treat Triage as your inbox. Review new pursuits there, move the real ones forward, and archive the rest. CLEATUS does not send deadline reminders for pursuits that stay in Triage.