Your first pursuit
Go from a site on the map to a stop on your route.
A pursuit is a site your team has decided to go after. This walkthrough takes one from the map to your route.
1. Find a site
Open Discover and filter to your area. Use the stage and minimum acres filters to narrow it to what you sell, then open a site.
2. Check who is involved
The site page lists its project data and the companies tied to it. If a company is one you want to sell to, choose Save to Companies.
3. Start pursuing
Choose Start pursuing. If you are on more than one team, pick the team. The site goes on that team's board at its first open stage, and everyone on the team can see it.
If a site is not a fit, choose Not interested to clear it from your view.
4. Plan the visit
Open Routes, create a route, and add the site as a stop along with anything else nearby. Choose the optimize option to put the stops in the shortest order, then open the route in Google Maps, Apple Maps, or Waze.
5. Log what happened
After the visit, open the company in Companies and use Log interaction to record the call, email, meeting, site visit, or note. Then open Pipeline and move the lead to its next stage.
Do it from Claude
The same steps work in Claude once the connector is set up. Try: "Show me new projects in my markets this week, then start pursuing the largest one."