Workspace

Pursuits

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Ventura Pursuits · live Supabase data (RLS firm-scoped) back to Tasks

Pursuit

New pursuit

Primary contact: -

✓ Linked to engagement →

Basics

Organization*

Choose an existing organization or create a new one. We'll match case-insensitively.

Stage*

Owner*

Service line

Commercials

Revenue type

Est revenue

MRR ($ / month)

Min. term (months)

Total contract value: $0

Probability % Auto

Suggested from stage. Type to override.

Target close

Health Override

Defaults to Healthy. Set manually to flag risk.

Next action

Next step*

A pursuit without a next step will become stale.

Next step date*

Lost reason

Notes

Tags & routing

First Nation pursuit

Show this pursuit in the First Nation tracker.

Price this →

Log touch

Log touch with -

-

Type

When

Notes

Next step (optional)

Create as task in tomorrow's Top-2 candidate pool

Edit partner

-

Relationship

Owner

Key dates

RFP received Questions sent Submission Decision

Saved & cards updated

Status

Awaiting reply from client

Outcome

Add First Nation pursuit

Uses the FN-specific flow (Watching → Prep → Submitted → Decision).

Acronym * Stage Full name * Value Probability RFP received Submission deadline File path Next action