Set up Scout
1
Create a saved search
Follow Saved searches and Scout to define criteria that reflect work you actually want.
2
Enable notifications
From Scout in the app, turn on email notifications for each saved search.
3
Assign owners
Make sure someone on the capture team is responsible for triaging each Scout stream.
Scout hygiene
From Scout to pursuit
When a Scout notification arrives:- Open the result and read deadline + set-aside + agency
- Run a quick go/no-go (fit, capacity, past performance)
- Add qualified opportunities to Pipeline
- Click through to the source portal for the full RFP