Goal
To organise and track demand by categorising marketplace requirements and personal enquiries through user-created requirement intel lists.
Why
By creating and maintaining these lists, you can gain valuable insights into current demand trends, ensuring you stay informed and responsive to market needs. This not only helps with better prioritisation but also supports strategic decision-making, ultimately enhancing the efficiency of matching supply with demand.
What are they
Requirement intel lists are used to categorise marketplace requirements and your own enquiries. Lists can be created by the user and its a way to track demand.
Where are they
Requirement intel lists are within the requirements. You can add demand to the list by going to the 'intel' tab on the requirement summary
Adding and updating lists
To add Requirement intel list, go to filters and scroll down to requirement lists. Click Manage Lists
From here, it works very similar to saved views. The user (or you) can create a new list and choose to share it with your team or not.
FAQs
How do I delete a list?
You will need to find out who created that list initially. Then you'd need to impersonate them and remove the list via their filters > manage lists > delete list.
How do I rename a list?
To rename a list, you will need to find out who created the list initially, impersonate them > requirements > Filters > Manage lists and edit the list you want to tweak
How do I remove default lists?
Sometimes we have created default lists (usually for our top London based agencies). Double check the org is happy for this to be removed and we would need to raise a ticket in JSM for a dev to make this change. We can only remove lists other agents have created.
Can I make a saved view based on the lists?
A great way to track the demand is by creating a saved view based on the requirement list. This way, the agent can see in their requirement hub exactly what they are tracking!