Saving your opportunity searches in Federal Compass allows you to quickly revisit specific criteria without re-entering them each time.
This streamlines your business development efforts by providing fast access to relevant solicitations, helping you stay organized and efficient. Follow the steps below to save your customized opportunity searches.
Step 1: Navigate to the Opportunity Search page
- In the left-hand navigation menu, click Opportunities.
- From the dropdown, select Opportunity Search.
Step 2: Apply Your Search Filters
- On the Opportunities page, use the available search filters by clicking “Advanced Filter” (to the right of the keyword text field).
- Common filters include:
- Keywords (e.g., “cloud services,” “construction,” “IT support”)
- NAICS Codes
- PSC Codes
- Set-Asides (e.g., “Small Business,” “8(a),” “SDVOSB”)
- Contracting Agency/Buying Office
- Procurement Stage (e.g., “Sources Sought,” “Presolicitation”)
- Response Due Date Range
- Contract Value Range
Step 3: Initiate the Search
- After applying your desired filters, click the blue Search button to view results.
Step 4: Save Your Search
- Once your search results are displayed, click the blue Saved Search button in the top right corner (under your name).
Step 5: Name and Share Your Saved Search
- A dialog box will appear. Enter a clear, descriptive name for your saved search (e.g., “Small Biz IT Opportunities - DoD,” “Construction RFPs - GSA”).
- To share your saved search with others in your organization, check the box labeled Share with others in my organization.
Step 6: Confirm and Save
- Click Save Changes to finalize saving your search.
Step 7: View Your Saved Searches
- In the top main menu, click Pipeline → Saved Searches & Lead Lists.
- All of your saved searches will appear in this list.
Setting Email Alert Frequency
You can choose how often you receive email alerts for new opportunities matching your saved search:
- Daily: Email alerts arrive in your inbox at 6 am local time.
- Real-time: Email alerts arrive every 20 minutes.
- None: No email alerts will be sent.
Tips and Best Practices
- Be Specific but Flexible: Use a mix of broad and specific keywords to avoid missing relevant opportunities.
- Regularly Review and Refine: Periodically review your saved searches to ensure they’re still relevant. Delete or update outdated searches.
- Utilize Email Alerts: Enable email alerts to stay informed about new opportunities without logging in frequently.
Common Mistakes and How to Avoid Them
- Not Naming Searches Clearly: Avoid generic names like “My Search 1.” Use descriptive names to easily identify each search later.
- Forgetting to Apply Filters Before Saving: Make sure your search results reflect all your desired criteria before saving.
- Assuming Saved Searches Automatically Update: While email alerts notify you of new opportunities, it’s a good idea to periodically rerun your saved searches manually to ensure you’re seeing all current opportunities.
Need Additional Help?
If you have any questions, please reach out to the CSM team for further assistance, support@federalcompass.com.