Add a Pursuit in Hub Central

In QorusDocs, Pursuits are a collection of documents, team members, assignments, and information related to a proposal, RFP response, or sales opportunity. You can think of a Pursuit as a project.

Tracking success rates across Pursuits helps organizations identify which documents and approaches work well, as well as understand which ones could be doing better, so you can keep on improving and win more deals.   

This article will walk you through how to add new Pursuits to your Hub. 

Here, you will learn how to:

1. Create a Pursuit
2. Set the Standard Fields
3. Set the Smart Fields
4. Set the Members

What you need to know before you can create a Pursuit:

• you must be logged into your QorusDocs Hub, in your browser
• there must be at least one Pursuit Type already configured. See how to create a Pursuit Type here. 

• the Pursuit options (including the Smart Fields) you see in our screenshots below will probably be quite different to the ones you see in your hub. That’s because Pursuits are designed to be highly configurable so you can adapt them for each type of opportunity your firm or company pursues and for the way you work.

   

1. Create a pursuit

In your QorusDocs Hub, in the left nav, click on Pursuits under Hub Central, then click on create.

Now select the type of Pursuit you would like to create from the list displayed:

Alternatively, in the left nav, click on Pursuits, then select the type of Pursuit you would like to create, and click the Create button in the top right corner.

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2. Set the Standard Fields

Standard Fields are system fields that vary based on the Pursuit Type you select. Some of these fields are mandatory and must be completed before you can move on to the next step.

As shown below, during Pursuit creation, you can upload files (such as supporting documents) directly from your computer. If your admin has configured a default upload folder for this Pursuit Type, your files will be saved there automatically. Otherwise, they will be stored in the Pursuit’s root folder. To learn more about configuring Pursuit Types (for Admin users) and default upload folders, please see How to create a Pursuit Type.

When you're ready, click ‘Next’ to proceed to the next screen.

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3. Set the Smart Fields

Smart Fields are used to collect custom information required to automate your templates and/or report on your Pursuits. They are unique to your organization and can be different for different types of Pursuits.

Follow the instructions provided by your QorusDocs Amin user to complete the form and then click on Next.

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4. Set the Members

The people or user groups you select in the ‘Members’ tab will be able to access this Pursuit’s workspace.

You can either make the Pursuit visible and accessible to everyone in your organization with a paid QorusDocs license (not Guest users) by selecting ‘All Qorus Users’, or you can restrict it to specific people and groups that you select after clicking on ‘Custom’:

And that’s it! When you’re ready to create your Pursuit, click ‘Save’. Alternatively, if you’d like to go back and make a change to the Standard Fields or Smart Fields before saving, you can do so by clicking on the relevant tab name at the top.

When you’re done, you’ll see your new Pursuit in a single, unified grid view within Hub Central:

Here you have a complete visibility into all Pursuits you own or are a member of, while admins can see all Pursuits. Not only you can view and create your Pursuit over here, but the grid view also allows you to see all the standard Pursuit columns and filters, along with any new Pursuit Type column and filter. Thus making it easier than ever to create, manage and locate pursuits in one central location.

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