Video Tutorial With Text Instructions Below
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Saving a search
So, you have worked with the various search filters and created a search that finds exactly the kinds of opportunities you are looking for. The next step is to save that search so you can get notified of results as well as refer back to it when you want.
Once your search is built, simply click on the "Save" indicator:
Clicking "Save" will launch the additional field pictured below.
First, name the search in the box. The name should be something easy for you to associate with the search you created. Next, you'll need to decide whether or not you want your Govly profile to default to this search each time you log in. Next, you can add your teammates as followers to your search. If you add them as followers, they'll receive a notification. Lastly, decide how you'd like to be notified. I recommend sticking with default as that setting inherits the notification preferences set at your profile level.
Editing a saved search
Select the Saved Search that you'd like to edit from either the Saved Search drop-down or the "View all saved searches" list. (Highlighted in green)
Make necessary edits to the saved search
Select "Save"
Archiving a saved search
Steps to archive a Saved Search
Select the Saved Search that you would like to archive.
Select the three ellipses located to the right of your Saved Search
Select "Archive"
Steps to recover a previously archived search
Open your opportunities dashboard (The screen you visit to search for opportunities)
Select the three ellipses to the left of the "Update" button
Select "View all saved searches"
Set filter to "All" (pictured below)
Find your achieved search and unarchive it (picture #2 below)
Exporting search results
Export the results of any search by selecting the three ellipses to the right of your # of result matches (highlighted below) and then select "Export".
Note this export report function is limited to 10,000 results.
Happy searching!