Best Practices: Tips > Using Saved Searches, Project Alerts & Tracking

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Setting Up Email Alerts

Automate Your Opportunity Pipeline in Just 2 Minutes
The following tips will guarantee you’re spending your valuable time staying on top of the right project leads. Our most successful customers utilize Saved Search, Project Alerts and Tracking to stay efficient and to continue to execute against their best opportunities.

Step 1: Create a Saved Search … to define the exact projects you need to see

Step 2: Set Up Project Alerts… to stay ahead of the competition with email alerts of your new & updated projects

Step 3: Enable Project Tracking… to let the Network monitor and manage your key opportunities

A few simple steps will get you started. Here’s a 2 minute drill on how to search, track and get alerts.

Create a Saved Search

Log onto your Network service and click the blue ‘Projects’ tab at the top of the page.



 

Enter your search criteria to target your best opportunities. The most popular Project Search page categories are Geography, Project Type, Action Stage, Bid Date and Valuation.

Search Criteria Tip: The more search categories you include in your search, the fewer projects will be returned. Start with a broader search. You can always edit your search to get more fine tuned results. That way you won’t miss a new business opportunity!

 

Set Up Automated Alerts

After you’ve finished entering in all your criteria, scroll down to the bottom of the Project Search page to the ‘Automated Notifications’ section. Select how often you need to have your Project Alerts delivered: Daily, Weekly or Bi-weekly.

The Limited format will send you a text based email, while the Project Summary & Project Capsule formats send you an HTML email. Check with your IT department to ensure your email server is set to receive HTML emails. Otherwise, choose the limited (1-line) format.



 

Next, save your new search. Click the blue ‘Save as’ button that appears at the bottom of the Project Search page. A window will open asking you to name your search. Your new saved search will now appear in the drop down menu at the top of the Project Search page.



 

Congratulations. You’ve just created a saved search that is set to run automatically with the results emailed directly to you!

 

Using Project Alerts

If you would like to view details for a project listed in the summary view, click on the News, Plans or Spec link. To run the Saved Search to view all of the listed projects, simply click the displayed link.

 

 

Tracking Opportunities

Now it’s time to track the projects that you’re really interested in. You can also use this feature to hide particular projects from your search results if you no longer wish to view them. Start by running your saved search, then select the projects you want to track from your search results.



From the Track drop down, Select the Folder where you want these projects to reside or create a new one.

Use the ‘Hidden Projects’ folder to move projects you DON’T want to see in future search results. If you’re only going to create a few Tracking folders, simply choose the ‘My Projects’ folder.

When you’ve selected the projects you would like to track and the Tracking folder to put them in, click the blue ‘Track’ button.

 

 

Bonus Tip: Get Alerts on Your Tracked Projects

After you select projects you want to track (and the Tracking folder you want to put them in), click the blue ‘Alert’ button. When you do this, you’ll be alerted automatically when that project has been updated with new information. A separate email will be sent out daily with a summary of all your updated Tracked projects.