What is a Journey?
A Journey (also called a Pursuit) is created when you decide to actively pursue an opportunity. It tracks everything from your initial assessment through final submission — think of it as a project management workspace for each bid.Benefits
- Stay Organized: All bid-related information in one place
- Track Progress: Monitor each stage of your pipeline visually
- Collaborate: Assign team members and coordinate work
- Meet Deadlines: Never miss a due date with built-in task management
- Generate Proposals: Create tailored AI proposals directly within your journey
Creating a Journey
From an Opportunity
- Open any opportunity from Search, Leads, or Recommendations
- Click Start Journey
- A journey is created automatically with the opportunity details pre-filled
From Journey Hub Directly
- Go to Journey Hub in the navigation
- Click the + button (New Pursuit)
- Fill in the title, description, due date, and initial status
Pipeline Stages
Journeys move through five stages:Assessment
Initial evaluation — deciding whether to pursue
In Progress
Actively working on the bid
Submitted
Bid has been submitted
Won
Contract awarded successfully
Lost / No-Bid
Not selected or decided not to bid
View Modes
Switch between three views using the controls at the top of Journey Hub:Kanban Board
Default view — see all journeys organized by pipeline stage. Drag and drop cards between columns to update status.
Table View
Sortable list of all pursuits with inline status updates and bulk actions.
Calendar View
See journeys plotted on a calendar by due date. Useful for workload planning and deadline management.
Filters
Use the filter bar to focus your view:- Type: Filter by opportunity type (Federal, Grant, SLED, etc.)
- Due Date: Show only pursuits due before a specific date
- Owner: Filter by pursuit owner — “Me” or a specific team member
- Assignee: Filter by one or more team members assigned to the pursuit
- Visibility: Filter by organization-wide vs. private pursuits
- Stage: Filter by pipeline column (Assessment, In Progress, etc.)
Journey Features
Tasks
Break your work into specific, trackable action items.
- Create tasks with deadlines and priority levels
- Assign tasks to team members
- Mark tasks complete to track progress
- Add notes and context to each task
- Review RFP requirements
- Gather company documentation
- Contact references
- Prepare technical approach
- Review pricing strategy
- Submit bid package
AI Chat (Sammy)
Chat with Sammy directly within any journey to analyze the RFP, understand requirements, or get help drafting content. Learn more about Sammy →Proposal Generation
Generate AI-powered proposals directly from your journey:- Add win themes in the Overview section
- Go to the Proposal tab
- Select your relevant company documents
- Click Generate Outline, then Generate Proposal
Document Management
Store all bid-related documents within the journey:- Original RFP and attachments
- Draft proposals and versions
- Supporting documents (certs, past performance, etc.)
Supported Opportunity Types
Journey Hub works with all opportunity types:- Federal Contracts
- State, Local & Education (SLED)
- Forecasts
- Subcontracting
- Grants
- DIBBS
- Upload (manually created opportunities)
Team Collaboration
Team collaboration in Journey Hub is available on multi-seat plans. Set up your organization and invite teammates from the Settings page first.
Roles
Your organization has three role levels:| Role | What they can do |
|---|---|
| Owner | Full access — manage billing, invite/remove members, change roles, edit org settings |
| Admin | Invite and manage members, access all pursuits |
| Member | Standard access to pursuits and tasks |
Inviting Team Members
Admins and Owners can invite teammates from Settings → Organization:- Click Invite Member
- Enter their email address
- Select their role (Member or Admin)
- Click Send Invite — they’ll receive an email invitation
The invite button only appears when you have available seats. If you’re out of seats, upgrade your plan or remove inactive members first.
Managing Members
From Settings → Organization you can:- Change a member’s role — Use the role dropdown next to any member
- Remove a member — Click Remove to revoke their access
- See pending invites — Invited members show a Pending badge until they accept
- Update org name — Click the edit icon next to your organization name
- Upload org logo — Click the upload button on the organization avatar
Assigning Pursuits
Each pursuit has an Owner (who created or is responsible for it) and can have one or more Assignees (team members actively working on it). Use the Owner and Assignee filters in Journey Hub to see:- Only pursuits assigned to you
- Pursuits owned by a specific teammate
- The full team’s pipeline across all members
Assigning Tasks
Within a journey, individual tasks can be assigned to specific team members. This makes it clear who is responsible for each action item — reviewing the RFP, gathering past performance, pricing, etc.Visibility
Pursuits can be set as:- Organization-wide — visible to all members of your organization
- Private — visible only to you and directly assigned members
Best Practices
- Use clear titles — Make it easy to identify each pursuit at a glance
- Set due dates early — Account for review and revision time, not just the submission deadline
- Break work into tasks — Specific, actionable tasks are easier to complete than vague to-dos
- Keep statuses current — Move cards through stages as work progresses
- Assign ownership — Every pursuit should have a clear owner so nothing falls through the cracks
- Use visibility settings — Keep sensitive pursuits private and share the rest with your team
