How to Manage Saved Searches

Saved searches streamline the process of tracking important opportunities and information.. This guide provides clear steps to run, edit, and delete your saved searches.

1. Accessing Saved Searches:

Navigate to the Pipeline menu and select Saved Searches to view all saved searches and associated lead lists.

2. Open Edit Window:

Click the pencil icon to edit a search.

3. Editing Searches:

Rename the search under Saved Search Name.

Adjust sharing settings: Check to share or uncheck to keep private.

Assign a lead list if applicable (ensure the list exists beforehand).

View the Opportunities Over Time feature to gauge anticipated results.

Once all of your desired changes have been made, select Save Changes.

4. Deleting Searches:

Click the trash bin to delete a saved search.

5. Running Searches:

Select Run/Edit Search to view/edit a saved search.

• Opportunities: Searches in this category run criteria against potential business opportunities, assisting in identifying leads within Opportunity Search.

  Contract Awards: This involves running search criteria against the Research menu's Contract Awards & Task Orders submenu, helping track awarded contracts and tasks.

  Grant Awards: Similar to contract awards, this search runs criteria against the Grant Awards section within the Contract Awards & Task Orders submenu, focusing on tracking granted funding opportunities.

  Department and Agencies: These searches apply criteria within the Research menu's Department and Agencies submenu, offering insights into specific governmental departments and their activities.

  Contractors and Teaming: This category runs search criteria against the Contractors and Teaming submenu in the Research menu to explore potential collaborators and competitors.

  Contract Vehicles & Supply Schedules: Searches in this category check criteria within the Research menu’s Contract Vehicles & Supply Schedules submenu, which benefits those studying procurement channels and frameworks.

6. Updating and Creating New Searches:

Once you've run a saved search, you can adjust the criteria or make necessary changes, then click "Update Search" to save your modifications.

7. How to Create a New Saved Search from an Existing Saved Search:

Choose Run/Edit Search to view your search by category (e.g., Opportunities, Contract Awards, etc.).

Adjust the criteria as needed, then click the plus sign (+) near the Update Search button to save the new search in the window that appears.

- Enter a New Saved Search Name: Provide a unique name for the new search.

- Edit Privacy Status: Check the box to share with others in your organization or uncheck it to keep the search private.

- Assign to a Lead List (Optional): Select a lead list if desired.

8. Shared Saved Searches

To run Shared Saved Searches, follow these steps:

Select 'Run Search' to view shared searches by category (e.g., Opportunities, Contract Awards, etc.).

The search results will appear based on the selected criteria.

Teammates cannot edit shared searches but can save them as new searches by selecting Save Search.