Best Practices

1. Run a Daily Triage Loop

1. Open Feed.
2. Review new and urgent tenders.
3. Save candidates quickly.
4. Move real opportunities to Pipeline.

2. Keep Saved Searches Focused

• split broad topics into smaller searches
• pause searches that create noise
• rerun key searches before planning work

3. Use Saved as a Shortlist, Not a Backlog

Saved works best as a short review queue.

Archive or promote items frequently so the list stays useful.

4. Keep Pipeline Current

• move tenders between stages as soon as status changes
• keep assignees and checklist current
• use timeline view to spot deadline pressure early

5. Write Notes as Decision Records

Useful notes explain:

• what was decided
• why it was decided
• what happens next
• who owns follow-up

6. Attach References Early

Do not wait until final submission preparation.

Attach relevant profiles and projects early in Pipeline to reduce last-minute gaps.

7. Keep Settings Maintained

Review these regularly:

• user access and roles
• notification preferences
• profile/project data quality
• plan and billing fit