Product
Collaboration
Saved reports
- Use the Save reports button in the top-right corner of the screen to save your preferred reports and filters.
- Next time you need them, they are already saved and already configured for use.
- Explore our library of predefined report templates
- Saved reports can be shared with colleagues.
- We introduced a library of standard report templates.
Flags
- Rank opportunities in order of importance.
- You get an organized view of your opportunities based on your needs and interests, and you can share it with your colleagues in your organization.
- Assign opportunities to you and your colleagues - Use this feature, alongside flags and comments, to streamline your qualification and proposal workflows.
Flags board
- It helps you and your team members to manage the flagged opportunities of your organization, in a Kanban board.
- Customize your flags, colors, and labels.
- The Kanban board can now be filtered by user, status, or deadline.
Custom opportunity flags
- Rank opportunities in order of importance.
- Create a custom workflow.
- Label your tenders with custom flags, shared between all team members.
Buyer & partner tags
- Cathegorize buyers and contractors with your custom tags – e.g., EU agency, client, partner, competitor. Manage your own tags and lists. Use lists in reports, alerts, and filtering.
Comments and history of opportunities
- Share comments on opportunities with your team members.
- Check the history of an opportunity, incl. past flags, changes, or comments.
Self service
- Organization owners can manage their users, roles, and seats. Owners automatically have a seat, granting them full access. We will also introduce ”free users”, with limited access.
Daily activity report email
- You can now receive emails with the activity of all colleagues, such as: flagged opportunities, comments, Shared bookmarks (Saved reports). Change your email preferences from your settings.
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