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Saved Opportunities is your personal shortlist — every opportunity you’ve starred from Search, Recommendations, or anywhere else in the platform lives here. Use the source tabs to filter by type and the Journey column to track where each deal stands.

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Saved Opportunities table

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The Saved Opportunities Table

The table lists every opportunity you’ve saved, with source tabs across the top to filter by type.

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Source Tabs

Each tab shows a count badge for how many opportunities you’ve saved in that category.

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Table Columns

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Saving Opportunities

You can save an opportunity from anywhere in the platform:
  • Search results — Click the star icon on any result card
  • Opportunity detail pages — Click the bookmark icon in the header
  • Recommendations — Star any recommended opportunity to save it
Once saved, it appears immediately in the Saved Opportunities table under the matching source tab.

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Lead to Journey Workflow

1

Save the opportunity

Star any interesting opportunity from Search or Recommendations
2

Review details

Click the title to open the full opportunity and read requirements
3

Assess fit

Determine if it matches your capabilities and certifications
4

Start a Journey

Click Start Journey on the opportunity detail page to begin tracking it in Journey Hub
5

Track progress

The Journey column in Saved Opportunities reflects your current pipeline stage

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Exporting

Click Export (top right) to download your saved opportunities for the selected tab as a CSV file.
The Export button appears when there are saved opportunities for the active tab.