Pursuits
Use Pursuits to search, organize, update, report on, and review the opportunity records your team is tracking through capture.
Click Pursuits, or open GovTribe, expand the sidebar if it is collapsed, expand Capture, and click Pursuits.
Pursuits is available on Launch, Launch Plus, Growth, Growth Plus, and Scale. Limits for active pursuits vary by plan; see Choose the right GovTribe plan.
Search pursuits
Use the Pursuits page to review the pursuit table for the current search, filters, and sort. The pursuit name opens the pursuit detail page, and the Pipeline column opens the pipeline that contains the pursuit. For reusable guidance on quotes, required terms, alternatives, exclusions, grouped terms, and choosing between search modes, see Choose a search mode and write queries.
- To find pursuits due soon, sort by Due Date, then add Pipeline or Stage if you only want one workflow.
- To review large opportunities, sort by Estimated Value or Probable Value.
- To focus on one teammate's book of work, add Owned By.
- To inspect a pursuit set before charting it, narrow the List tab first, then open Reports.
- To update several pursuits at once, select rows in the List tab, then use the selected-row actions that appear.
Filters and macros
| Type | Name | Example question |
|---|---|---|
| Filter | Created | Which pursuits were created recently? |
| Filter | Due Date | Which pursuits are due this month? |
| Filter | Est. Award Date | Which pursuits have estimated award dates next quarter? |
| Filter | Estimated Duration | Which pursuits are expected to run for a year or more? |
| Filter | Estimated Value | Which pursuits are above a target estimated value? |
| Filter | Federal Agency | Which pursuits are tied to a specific federal agency? |
| Filter | Federal Contract Vehicle | Which pursuits are tied to a specific contract vehicle? |
| Filter | Last Updated | Which pursuits changed recently? |
| Filter | NAICS Category | Which pursuits are in a specific industry category? |
| Filter | Owned By | Which pursuits are assigned to a teammate? |
| Filter | Pipeline | Which pursuits are in a specific pipeline? |
| Filter | Probability of Win | Which pursuits have high win probability? |
| Filter | Probable Value | Which pursuits have the largest expected value? |
| Filter | Pursuit Status | Which pursuits are active, won, lost, or abandoned? |
| Filter | Set Aside | Which pursuits are tied to a set-aside type? |
| Filter | Stage | Which pursuits are in a specific pipeline stage? |
| Filter | Tags | Which pursuits carry a specific team tag? |
Sort options
| Name | Direction choices | Example question |
|---|---|---|
| Created | Oldest First / Newest First | Which pursuits were created first or most recently? |
| Due Date | Oldest First / Newest First | Which pursuits have the nearest due dates? |
| Estimated Award Date | Oldest First / Newest First | Which pursuits are expected to award soonest or latest? |
| Estimated Value | Smallest First / Largest First | Which pursuits are largest by estimated value? |
| Last Updated | Oldest First / Newest First | Which pursuits changed most recently? |
| Probability of Win | Smallest First / Largest First | Which pursuits have the highest or lowest win probability? |
| Probable Value | Smallest First / Largest First | Which pursuits have the highest or lowest expected value? |
| Relevance | Most First | Which pursuits best match my search text? |
Actions
Page actions
- List shows the searchable, filterable pursuit table.
- Reports summarizes the same pursuit set you are reviewing in List. Search text and filters carry into Reports.
- New Pursuit opens the New Pursuit workflow. If your workspace does not have a pipeline yet, GovTribe starts by asking you to create one because pursuits live inside pipeline stages.
- Export exports the current pursuit result set from the page-level search context.
Page actions
- Open the pursuit name opens the detail page for one pursuit result.
- Stage, Quick Edit, and Delete let you update one pursuit result from the table.
- Selected-row actions appear after selecting pursuits and apply the action to the selected result set.
Row actions
- Open the pursuit name opens the pursuit detail page.
- Stage can appear as a dropdown when you can move the pursuit to another stage in its pipeline.
- Quick Edit opens the edit workflow for one pursuit.
- Delete opens a delete confirmation for one pursuit.
Selected-row actions
- Export exports the selected pursuits.
- Tags opens the bulk tagging workflow for selected pursuits.
- Move moves selected pursuits to another pipeline or stage.
- Delete opens a bulk delete confirmation for selected pursuits.
- Zapier sends selected pursuits to Zapier. If your account is not connected to Zapier, GovTribe sends you to integration setup.
Result-level actions
- Edit opens the pursuit edit workflow for the open pursuit.
- Add in the Tasks widget creates a task connected to the pursuit.
- Add in the Links widget connects another GovTribe record to the pursuit.
- Start From Email or New Discussion From Email in the Discussions widget shows the pursuit-specific email address used to create a new discussion from an email. The address format is
{pursuit_id}@pursuits.govtribe.com. - Task checkboxes in the Tasks widget mark linked tasks complete or incomplete.
- Task edit and delete controls manage linked tasks without leaving the pursuit detail page.
Create and edit pursuits
Use the New Pursuit and Edit Pursuit drawers when you need to create a capture record, update capture planning fields, or move a pursuit to another pipeline stage.
New Pursuit drawer
The New Pursuit drawer opens from New Pursuit on the Pursuits page and from add-pursuit controls inside pipeline stages. If your workspace does not have a pipeline yet, GovTribe asks you to create one first because every pursuit belongs to a pipeline stage.
| Field | What it controls |
|---|---|
| Pipeline | The pipeline that will contain the pursuit. |
| Stage | The stage where the pursuit will be created. |
| Pursuit Name | The customer-facing name of the pursuit. |
| Owner | The teammate responsible for the pursuit. New pursuits default to the current user. |
| Tags | Workspace tags used to group or filter pursuit work. |
| Description | Internal pursuit notes, context, or capture-plan detail. |
| Win Probability | The probability of winning, shown as a percentage. |
| Estimated Value | The expected total value of the pursuit. |
| Estimated Duration | The expected duration in months. |
| Due Date | The next pursuit deadline. The field can include a time when one is set. |
| Est. Award Date | The expected award date. |
| Terminal stage date | A stage-specific date, such as a won, lost, or abandoned date, shown only when the selected stage is terminal. |
| Set Aside Type | The set-aside category connected to the pursuit. |
| Custom fields | Workspace-specific fields configured for pursuits in your account. |
Edit Pursuit drawer
The Edit Pursuit drawer uses the same fields as the New Pursuit drawer. Use Pipeline and Stage to move the pursuit, update value and date fields as capture work changes, and edit custom fields when your workspace has configured them.
The Edit Pursuit drawer also includes Delete. Deleting removes the pursuit after confirmation.
Create a pursuit from a GovTribe record
When a supported GovTribe record has a pursuit action, Add Pursuit creates a new pursuit from that record. GovTribe creates the pursuit in the selected pipeline's Triage stage, links the source record to the pursuit, and opens the pursuit workflow from there.
Supported source and link families include:
| GovTribe record family | What the link adds to the pursuit |
|---|---|
| Contacts and contact groups | People or groups connected to the capture effort. |
| Federal forecasts | Early federal demand signals connected to the pursuit. |
| Federal contract opportunities | Solicitation, pre-solicitation, special notice, and related federal opportunity context. |
| Federal contract vehicle opportunities | Workspace-visible vehicle opportunity context. |
| Federal grant opportunities | Grant opportunity context. |
| State and local contract opportunities | State, local, education, and related opportunity context. |
| Federal contract awards and Federal contract IDV awards | Award or vehicle-award context connected to the pursuit. |
| Federal grant awards | Grant award context connected to the pursuit. |
| State and local contract awards, IDVs, and vehicles | State and local award, master-contract, or vehicle context. |
| Federal contract vehicles | Federal vehicle context, such as contract vehicles connected to the opportunity or pursuit strategy. |
| Federal agencies | Federal buyer or funding-agency context. |
| States and jurisdictions | State or local government context. |
| NAICS and PSC categories | Federal industry, product, service, or R&D classification context. |
| NIGP and UNSPSC categories | State and local commodity or category context. |
| Federal grant programs | Assistance-program context connected to grant pursuit work. |
When the source record has matching data, GovTribe can seed the pursuit with the source name, set-aside type, due date, and description. It can also carry over related context such as federal agency, NAICS or PSC category, federal contract vehicle, IDV, federal grant program, state, NIGP or UNSPSC categories, and contacts.
Use Add to Existing Pursuit from a supported record when the record belongs with pursuit work your team already tracks. That action links the record to an existing pursuit instead of creating a new one.
Add related item links
On a pursuit detail page, use Add in the Links widget to connect another GovTribe record to the pursuit. Choose the record type, search for the item, then select the result to add the link. Linked items appear in the Links widget with their record name and type, and can be removed from the widget when the connection no longer applies.
The Links widget can search and add contacts, contact groups, federal forecasts, federal and state/local opportunities, federal and state/local awards or IDVs, federal and state/local vehicles, federal grant opportunities, federal grant programs, federal agencies, states, jurisdictions, and NAICS, PSC, NIGP, or UNSPSC categories.
Review a pursuit
Pursuit examples
A pursuit can start from a GovTribe record, from a manual capture entry, or from an existing pipeline workflow.
- Opportunity pursuit: Create a pursuit from a federal contract opportunity, federal contract vehicle opportunity, federal grant opportunity, or state and local opportunity when your team is deciding whether to bid.
- Award or vehicle pursuit: Create or link a pursuit from an award, IDV, vehicle, agency, category, or program when the record supports recompete, follow-on, partner, or market-positioning work.
- Manual pursuit: Use New Pursuit when the target is not yet represented by one source record, then add related records, tasks, files, custom fields, and description notes as the opportunity develops.
Header, pipeline, stage, and tags
The pursuit detail header shows the pursuit name, owner, last update, pipeline, stage, and tags when available. Use this context to confirm who owns the work, where it sits in the workflow, and whether it is still active or terminal.
Values, dates, and sidebar fields
The sidebar summarizes capture planning fields such as Probable Value, Estimated Value, Win Probability, Due Date, Estimated Award Date, and Estimated Duration. Missing values usually mean the field has not been set for that pursuit yet.
GovTribe AI, tasks, links, and descriptions
The Overview tab can show GovTribe AI prompt choices, pipeline progress, linked tasks, linked GovTribe records, and descriptions. Use tasks for follow-up work, links for related records such as opportunities or awards, and descriptions for workspace notes or pursuit context.
Reports
Reports summarize the pursuit set from the List tab. Funnel groups pursuits into aggregated pipeline-stage ranges and summarizes probable value. Performance reviews pursuits marked won, lost, or abandoned over time. Projections forecasts future probable and estimated revenue and shows top pursuits by probable value. If your account has no pursuits, GovTribe disables Reports because there is no pursuit set to summarize.
Related tabs
Custom Fields
Custom Fields shows workspace-specific pursuit fields configured for your account. For setup, field types, required fields, and workflow examples, see Create custom pursuit fields.
Pursuit Files
Pursuit Files shows user files attached to the pursuit. Files attached to emails forwarded to the pursuit-specific discussion address also appear here.
Government Files
Government Files shows government source files connected through linked records.
Discussions
Discussions shows workspace conversation threads attached to the pursuit. Use Start Discussion or New Discussion to create a thread in GovTribe.
To start from email, use Start From Email when the pursuit has no discussions yet, or open the New Discussion dropdown and copy the address shown under New Discussion From Email. The address uses the format {pursuit_id}@pursuits.govtribe.com, where {pursuit_id} is the ID for that pursuit. Forward an email to that pursuit-specific address to create a new discussion on the pursuit. GovTribe uses the email subject as the discussion name, uses the email body as the discussion content, and adds included attachments to Pursuit Files.
Only certain sender addresses can add discussions by email. The sender must be the email address for an existing GovTribe user who belongs to the same workspace/account as the pursuit. If the sender's email address does not match a GovTribe user in that workspace, GovTribe does not add the email to the pursuit.
Activity
Activity shows tracked changes and workspace activity for the pursuit.
Similar Pursuits
Similar Pursuits helps you find other pursuits that resemble the open pursuit.
OnFrontiers
OnFrontiers appears when your account has access to OnFrontiers context for the pursuit.
Common questions
For general search and table troubleshooting, see Troubleshoot search results.
Do search text and filters affect the Reports tab?
Yes. The Reports tab uses the current pursuit search context, including active filters and search text. This lets you narrow the list first, then review funnel, performance, or revenue views for the same subset of pursuits.
Why is the Reports tab unavailable?
GovTribe disables Reports when your account has no pursuits to summarize. Create or import pursuits first, then return to the page to review report views.
Why are some pursuit fields blank?
Some pursuit fields are entered by your team rather than source data. Fields such as estimated value, probability of win, estimated award date, estimated duration, tags, custom fields, and descriptions can be blank until someone updates the pursuit.
Reference
Fields
| Column | What it shows |
|---|---|
| Name | The pursuit name. Click it to open the pursuit. |
| Pipeline | The pipeline that contains the pursuit. Click it to open the pipeline. |
| Stage | The pursuit's current stage. The cell can appear as a dropdown when you can move the pursuit. |
| Tags | Tags assigned to the pursuit. |
| Due Date | The pursuit due date. |
| Created At | The date and time the pursuit was created. |
| Participants | Users who have contributed to the pursuit. |
| Est. Value | The pursuit's estimated value. |
| Prob. Win | The pursuit's probability of win. |
| Prob. Value | The estimated value multiplied by probability of win. |
| Custom fields | Workspace-specific pursuit fields that your account has configured. These can be shown or hidden from Fields. |
Related articles
- Pipelines: Organize pursuits into stages that match your capture process.
- Tasks: Assign and manage follow-up work connected to capture activity.
- Create pursuits from records: Start pursuit work from GovTribe records.
- Create custom pursuit fields: Track workspace-specific pursuit details that support your capture workflow.
- Pursuit data type: Review the GovTribe data type behind Pursuit records.