Add Your First Contract to Pipeline | CLEATUS Tutorial
Key Takeaways
Teaches how to add the first contract to the pipeline in CLEATUS, including reviewing AI-powered contract recommendations and using filters
Original Description
Never miss a relevant opportunity. Learn how to review AI-powered contract recommendations and add contracts to your pipeline for tracking and pursuit.
In this tutorial:
✓ Access recommended contracts from your dashboard
✓ Understand how Cleatus matches contracts to your Capture Profile
✓ Use filters to find the best opportunities
✓ Dismiss contracts to improve AI recommendations
✓ Add contracts to your pipeline
✓ Manage pipeline phases from Triage to Close
✓ Assign contracts to team members
Let CLEATUS do the searching while you focus on winning contracts.
#CLEATUS #ContractPipeline #GovCon #BusinessDevelopment #AI #OpportunityManagement
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Tutor Explanation
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