Feature Requests

As a user I would like to be able to pull back my Pursuit/ Pipeline data via the API.

as an account owner, I would like the ability to attach/apply files to an entire pipeline. Not just at the pursuit level, as the file pertains to the objective of the pipeline as a whole.

When a new pursuit is created have the option to have templated tasks that are created by default under the pursuit. The templates would be set/ managed within the account.

As a capture user, I would like my tasks to be able to link to my calendar application (like google or microsoft) so I can more effectively track my pursuit tasks.

As a user, I would like to be able to toggle my pipeline view from a kanban board to a gantt chart view of my pursuits.

We would like to be able to know how many pursuits were added/moved to a particular stage during a given time period. This would be similar to the Won/lost/abandoned report, but by stage.

As a user of the platform I would like the ability to track how many solicitations are won, lost, or abandoned by pipeline stage.

Have the ability to create tasks not necessarily tied to a Pursuit but generally for BD processes which can still be assigned to a user and have all Pursuit Task features.

There is a filter for "completed" tasks but not a filter to allow only open tasks to show up. I would like to see such a filter so that I can review only the open tasks.

As a BD team member, I would like to be able to copy/ duplicate a pursuit in the event of the work splitting into two or more different areas, copying all of the history on the pursuit so that we can effectively track the separated recompetes.