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Pursuit Management

Track, manage, and organize your government contracting opportunities with CLEATUS’s Pursuit Management Suite.

The Pursuit Management Suite is your end-to-end solution for managing government contracting opportunities, from the initial capture phase to final submission. Whether you're a solo contractor or part of a large team, this feature helps you stay organized, streamline your workflow, and ensure no opportunity slips through the cracks.

Key Features

Centralized Opportunity Management

Add your opportunities to the Pursuit Stage to centralize all pursuit-related tasks. With CLEATUS, you can:

  • Track multiple opportunities simultaneously in one place.
  • Stay updated on progress with a Bid Submission Checklist for each opportunity.
  • Reduce the risk of missed deadlines or overlapping tasks.

Stay Organized:

Use Pursuit Management to consolidate all your bids and deadlines, so you can focus on creating winning proposals.

Kanban View

Effortlessly manage your opportunities with the intuitive Kanban board, which allows you to:

  • Visualize the status of each opportunity at a glance.
  • Drag and drop opportunities between stages (e.g., Capture, Proposal Writing, Submission).
  • Monitor progress across all bids efficiently.

Why Kanban?:

The Kanban view makes multitasking easier by providing a clear, organized snapshot of all your active opportunities and their stages.

Bid Submission Checklist Progress

For every opportunity in Pursuit, CLEATUS provides a detailed Bid Submission Checklist:

  • Track required documents and ensure nothing is missed.
  • Monitor progress in real-time as tasks are completed.
  • Stay compliant by verifying all items before submission.

Pro Tip:

Use the checklist to identify bottlenecks early and ensure smooth, on-time submissions.

Using the Pursuit Management Suite

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Step 1: Add Opportunities to Pursuit

Add opportunities to the Pursuit Stage directly from your Opportunities Dashboard. This allows you to begin tracking them immediately.

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Step 2: Organize Opportunities in Kanban View

Use the Kanban board to manage your opportunities by stage:

  • Drag and drop opportunities to update their status.
  • Quickly identify which bids need attention.
  • Keep your workflow visual and actionable.
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Step 3: Monitor Checklist Progress

For each opportunity, review the Bid Submission Checklist to:

  • Track completed tasks.
  • Highlight pending action items.
  • Ensure all compliance requirements are met before submission.

Benefits

  • Streamlined Workflow: Centralize and track all your opportunities in one place.
  • Improved Efficiency: Manage multiple opportunities simultaneously with the Kanban view.
  • Enhanced Compliance: Use the Bid Submission Checklist to avoid mistakes and missed deadlines.

Need Help?:

If you have questions about using Pursuit Management, contact our Support Team.