Create a Pipeline
Create a pipeline to track your pursuits in HigherGov
Last updated
Create a pipeline to track your pursuits in HigherGov
Last updated
The first step in managing pursuits on HigherGov is to create a Pipeline. You can create a pipeline by selecting Business Development --> Pipelines --> [+] on the sidebar or clicking . On this page, you can enter a Title, set a Pipeline Owner, and set preset or custom Pipeline Stages.
For the Pipeline Stages, you can select one of four available presets, or press the Customize Stage button on any of the presets to customize the number and name of stages as well as set custom p(win) and p(go) options. If you set a customized p(win) or p(go), these values will automatically populate in a pursuit when you change the stage. This can be helpful in encouraging weighting standardization across your pipeline.
Once you are done with the above, make sure to press the Save button in the upper right to finish creating the Pipeline.
If you are an annual subscriber and transitioning from another CRM or tracking method, please or message us in the chat and we can help bulk migrate your Pursuits into HigherGov.
If you need to edit your pipeline in the future, you can do so by going to the and selecting the Edit Pipeline button in the upper right (if you have more than on pipeline, you must select a specific pipeline before editing).