What you can do
- Save the current search in Opportunities as a profile.
- Switch between profiles from the Search profiles menu next to the search box: Pinned, Recents and All.
- Pin the profiles you use most, so they appear under Pinned.
- Turn on Email updates (Daily or Weekly) per profile.
- Manage all your profiles in Settings → Preferences, or click Manage profiles above the results.
Save a search profile from Opportunities
1
Set up your search
In Opportunities, enter your search text, pick Exact or Smart, and set filters.
2
Click Save next to the search box
The New search form opens.
3
Enter a Name and, optionally, a Description
4
Switch on Email updates
To get alerts, switch on Email updates and choose a Frequency. Daily or Weekly.
5
Click Save
Update a profile
When you apply a profile and then change a filter, the bar above the results shows Unsaved changes to this profile. Click Update profile to keep the changes, or switch to another profile to discard them.Manage profiles in Settings
Open Settings → Preferences and scroll to Search profiles.1
Create or edit a profile
Click New profile, or open an existing one and click Edit profile.
2
Fill in Search terms and choose a Search mode
Smart search or Keywords.
3
Add locations
Add a few countries, regions or cities, separated by commas. See Limits.
4
Add CPV codes, separated by commas
Shorter codes cover a broader category. See Limits for accepted code lengths.
5
Choose the Email updates frequency, or Off
6
Click Save profile
More filters live under Additional filters. The Settings form edits search terms, mode, locations, CPV codes and email updates
directly. Open Additional filters to change the profile’s other saved filters, such as contract value, procedure type, deadline,
source or notice type.
Who can manage what
- Every member manages their own search profiles. Preferences is visible to all members.
- Company preferences (services, contract value range, certifications, countries and regions) are shared across the company and apply to every profile. Only owners and admins can change them with Edit preferences.
Search profiles versus the opportunity briefing
Search profile email updates send you new results for a saved search. The opportunity briefing is different: it summarises opportunities Emma has qualified for your company. See Opportunity briefing.Ask Emma
Emma can create, list, apply, update and delete search profiles from the chat. She asks you to confirm before deleting one.Ask Emma
Ask Emma
Ask Emma