Save your filtered view and get notified of new updates
Identify future opportunities earlier in the sales funnel with more targeted outreach to shape opportunities and develop relationships.
Scarlett Cinotti avatar
Written by Scarlett Cinotti
Updated over a week ago

Customise your Stotles experience to make sure never miss an opportunity with regular updates straight to your email / MS Teams / Slack inbox when only the most relevant awards are published.

  • Filter your results (check out how) then hover over ‘Save view’ and click on ‘Save as new view’.

  • Give your new view a name then click Save.

  • Now you’ll be able to quickly return to the same filter settings with updated results whenever you want by clicking on ‘All views’ then your view title.

  • Hover over the 3 dot menu to update your view settings, including setting your default view.

    • Tip: If you need to update your view, use the All filters and / or edit columns tools to make a change then over ‘Save view’ and select ‘Update current view’.

Never miss an opportunity by creating custom email notifications. To set up alerts in your Stotles account that are aligned to your specific interests, you need to:

  • Click on ‘Settings > Notifications’

  • Select ‘Edit’ on “Daily updates” for daily email updates or “Weekly updates” for weekly email updates.

We recommend setting up Daily updates to ensure quick action on any new opportunity published in the past 24 hours. You’ll only receive an update when new notices that match your signal settings are added to your feed.

  • Select which views you would like to receive notifications on. By default you’ll receive updates captured by your ‘Open opportunities’ view, but you can change this to another default view, a custom saved view from the list or multiple views.

  • Press Save at the bottom.

Don’t see the Teams or Slack integration options? Just get in touch with our Customer Success team who’ll be happy to help.

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