Pursuit List

Pursuits are displayed in the Pursuit List.

You can select the amount of content shown in the Pursuit List using the Filter panel's View: All or those pursuits in which you are Involved (default).

Using the Filter panel, you can filter the Pursuit List to display all pursuits (default) or just those that are Open or Closed. The Filter panel also allows you to narrow the displayed list using one or a combination of filters: Open or Close date range, target company, lead, practice group, pursuit type, industry, source association, etc. You can also filter by related initiatives.

To reset the filters and the list display, click Clear All in the Filter panel.

You can open any pursuit in the Pursuit List by clicking on the item in the list. The pursuit is opened in the Pursuit Overview screen.

You can click on the details icon next to any pursuit in the list to view the details for a pursuit and access a link to the associated pursuit.

The Pursuit list page displays:

  • Priority, illustrated in the Priority panel

  • Company name (target)

  • Pursuit Type

  • Lead (if specified)

  • Date last updated

Data in the columns can be sorted by clicking on the Sort icon for the column.

 

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