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3.4 Utilize the Pursuits Calendar to Track Deadlines

Overview

Manage Opportunities in Pursuits Calendar

Removing a Lead From the Pursuits Calendar

Sync Pursuits Calendar with External Calendars

FAQ

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Overview

This guide outlines how to utilize the Pursuits calendar view for effective lead tracking. 

Manage Opportunities in Pursuits Calendar

Note: Before utilizing the Pursuits Calendar, refer to the Pursuing a Lead article , which explains how leads are added to the calendar.

The Pursuits calendar view can be accessed by clicking the Pursuits option in the hamburger menu.

Hamburger Menu with 'Pursuits' option selected for accessing Pursuits View

Figure 1: Accessing Pursuits calendar view

 

The Active Pursuits panel helps track and manage ongoing opportunities effectively.

Active Pursuits panel showing Lead Information such as Agency, State, Project Title, Due Date, Time Remaining and Export to Calendar Button

Figure 2:  Active Pursuits panel

It provides:

  • Agency Information – The name and location of the organization.
  • Project Title – The name of the lead.
  • Due – Due date of the bid submission.
  • Time Remaining – A countdown to the deadline for bid submission.

Tip: Clicking anywhere on a lead in the Active Pursuits panel redirects to the official posting site of the bid for more details.

Removing a Lead From the Pursuits Calendar:

Method 1: From the Pursuits Calendar

  1. Locate the lead in the Pursuits calendar.
  2. Hover over the calendar entry to make the x icon visible.
  3. Click the x icon to remove the lead from view.
  4. A confirmation window will appear, asking "Are you sure you want to delete this event?"
  5. Click Delete to proceed or Cancel to keep the lead.

    Deleting an event by hovering over the calendar entry and clicking x icon. A confirmation box shows up.

Figure 3:  Deleting a lead from calendar

Method 2: From the Leads View

  1. Navigate to the Leads view.
  2. Find the lead that was previously pursued.
  3. Click the Expand Row (+)  button next to the lead. 
  4. Click Cancel Pursuit button in place of the Pursue Lead button.

    Removing a lead by clicking on 'Cancel Pursuit' button in lead entry

Figure 4:  Removing a lead through Cancel Pursuit button

Sync Pursuits Calendar with External Calendars

The Export to Calendar option allows users to sync leads with their external calendars (e.g., Google Calendar, Outlook, etc.). This ensures deadlines and key dates are available across multiple platforms.

To export:

  1. Click Export to Calendar in the Active Pursuits panel.
  2. Choose the preferred calendar application from dropdown menu.

    Click on Export to Calendar button and select preferred calendar through dropdown menu

    Figure 5:  Export to Calendar dropdown menu

Selecting preferred calendar from the dropdown opens an event creation page on the chosen calendar website containing pre-filled lead details. 

Selecting Google Calendar from the dropdown opens up an event creation page with pre-filled lead details

Figure 6: Google Calendar event creation page

FAQ

How do I navigate to a specific date in the Pursuits calendar?

Use the date picker to jump to a specific date, or use the left (<) and right (>) arrows to move incrementally. Users can also switch between Month, Week, and Day views for better visibility. Refer to Introduction to Pursuits Calendar for a better understanding.

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