1. Start from Pursuit Desk
Review the signal table, open the rows that look relevant, and verify any official source link before deeper work.
2. Use one Pursuit Workspace
Attach the official tender, grant, RFP, RFQ, or supporting pack in Documents. Brief, Checklist, Draft, and Activity update from that workspace.
3. Keep Company Library current
Store reusable certificates, policies, case studies, CVs, references, and financials once, then link them into pursuits.
4. Watch Alerts and Reports
Use Alerts for near-term actions and Reports for account plans, deadlines, and evidence readiness.