Manage, Track, and Triage Your Opportunities
Add to Pipeline
button on any search result.Edit
button.+ Create Pursuit
button in the Pursuits section.Create Pursuit
to save and begin tracking the pursuit.
My Tasks
section of a pursuit.+
to add a new task.Win Themes
to share memorable phrases that tell the buyer exactly what benefits your solution will specifically bring and why they should choose you over your competitors for a contract. Sweetspot Al uses these themes to help build a proposal that is tailored specifically for your organization, ensuring that it sets you apart from the competition.+
next to My Tasks
. Assign due dates, priorities, and allocate them to team members.To Do
, In Progress
, In Review
, Completed
, and Canceled
.Files
tab; add new files or delete as necessary.Documents
tab is for text-based document management. Create, edit, or delete documents related to the pursuit.
Generate
button allows your to automatically create matrix items based on the files provided in an opportunity.
Recent Activity
logs all actions within the pursuit for team visibility.Contributions
show a calendar view of team actions over time.