A simple weekly review can help keep the pipeline clean and actionable.

• Check new tenders added by monitors.
• Move irrelevant tenders to Rejected or another appropriate status.
• Move promising tenders to In Review or Preparing Bid.
• Assign owners or tag team mates where action is needed.
• Review upcoming deadlines and decide what needs to move next.

Use comments to keep discussion connected to the tender. Use team mate mentions when someone needs to review the opportunity, answer a question or take the next step.

The goal is to keep tender context inside the pipeline, not scattered across email threads and shared folders.

Use statuses that match your internal tender process. A typical workflow could look like this:

• New
• In Review
• Preparing Bid
• Submitted
• Rejected
• Won
• Lost

You can customize stages in the Tendify app.

Move a tender into the pipeline when it deserves structured review. You do not need to be sure you will bid. The pipeline is for opportunities your team wants to evaluate seriously.

A good rule: if someone on your team needs to read the brief, check the documents or decide the next step, the tender belongs in the pipeline.

Tenders can enter the pipeline in two ways. You can move them manually when you find an opportunity worth reviewing, or you can enable a monitor to add new matches into the pipeline automatically.

The Tender Pipeline is where your team manages tender opportunities that are worth reviewing. It helps you move tenders from first review to outcome instead of tracking them in spreadsheets, emails or saved links.

Each tender in the pipeline can have a status, comments, tags, teammate mentions, attachments and its own tender workspace.