Create new opportunity list

Steps to Create a New Opportunity List

Go to Settings

To create a new opportunity list, start from the main menu:

• Go to Settings in the menu bar on the left.
  

Open the 'New Opportunities' Settings

• Click on the New Opportunities block on the settings page. This will take you to the settings page for new opportunity lists.
  

Create a New Opportunity List

• Click + Create List of New Opportunities.
  

Enter the Name and Description

• Provide a clear name for the new opportunity list.

• Optionally, add a description so others know what the list is for.

  
  

Add Filters

• To add filters, click + Add Filter Collection.

• The available filters are:

  • Status

  • CPV Codes

  • Keywords

  • Location

  • Value

  • Phase

  • Award Criteria

  • Tender Type

  • Publication Date

  • Expiration Date

  • Publication Source

  • Document Scanner

Filters ensure you can create a targeted search profile.

Save the Filter Collection and Opportunity List

Once you've configured all desired filters:

• Give the filter collection a name

• Click Save

You’ll then also need to save the opportunity list itself by clicking Save again.

Repeat Steps for Multiple Lists

Want to create multiple opportunity lists?

• Click + Add New Opportunity List again

• Repeat the steps above.

Important Considerations When Using Filters

1. Strict Application of Filters:

• Keywords are applied strictly. Misspellings, alternate spellings, or variants will not be recognized.

• Keywords must exactly match the wording in the title or description of the tender.

2. AND Logic vs. OR Logic:

• Within one filter collection, the 'AND' logic applies to all filters (e.g., CPV codes and keywords must both be met).

• For 'OR' logic (e.g., multiple CPV codes or keywords):

  • Create separate filter collections:
    a. One for CPV codes
    b. One for keywords