Run your first team review.

Five steps to a useful team handoff

1. Confirm the company before you start.

   Open Company & people and check the active company. Its profile, matches, review statuses, assignments and work items are shared. Review the company profile with someone who has editing access so it reflects what the business actually does. Personal watchlists, deadline alerts and digest preferences stay your own.

2. Review the match, then open the official source.

   In Discover opportunities, apply your filters and open a notice. Read its match reasons, then verify the response deadline, amendments, attachments and instructions at the official source. A score prioritizes review; it does not verify eligibility, certification or capacity.

3. Add the work and make ownership clear.

   Track the notice in Team work. For a SAM.gov item, use its source-review page to update the shared assignment and review status. Owners and Admins can assign teammates; Reviewers can claim unassigned work or clear their own assignment. Viewers can read, but cannot edit.

   Use a manually added opportunity for a private record your team maintains. It is not a public match, is not scored and is not automatically monitored.

4. Save a specific next action and an internal date.

   Instead of “Look into this,” write “Ask Jordan to confirm delivery lead times.” Set an internal due date for that action and save the work item. The internal due date is your team’s planning date—not the official source response deadline.

   Keep permitted, non-sensitive reference material in Company documents. A review date is a prompt for a person to check a file, not proof that it is current or approved. Check the data-handling boundaries before uploading.

5. Return to the queue, not to a fresh search.

   At the next check-in, open My work, Due today or Overdue work below. Review unassigned items and missing next actions before adding more work. Check the in-app What changed? queue for recorded SAM.gov field changes, then confirm the official posting again.

   Imports are periodic and may be delayed or incomplete. Recorded changes do not inspect attachment contents or detect a replaced file at the same URL.

Open the queue you need

These links start fresh views for your active company. Team-work filters apply across the company’s queue before pagination, not just the visible page. Date shortcuts use internal due dates, never the source response deadline.

Keep your place when something goes wrong

Do not upload classified information, Controlled Unclassified Information (CUI), export-controlled material, restricted CPARS/source-selection information, credentials or sensitive personal data. Private storage does not classify or approve a file.

PursuitForge is independent software, not affiliated with SAM.gov or any government agency. Official notices and source documents remain authoritative.