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Requirements: Search My Requirements or My Teams Requirements.
Requirements: Search My Requirements or My Teams Requirements.

Find requirements using text search & advanced filters

Mike Avery avatar
Written by Mike Avery
Updated over a week ago

Why?

We'll help you quickly find and update any existing requirement (enquiry or acquisition) you have by following these simple steps.

How?

1. Jump into the 'Requirements' section

Use the left navigation to jump into your currently active requirements.

2. Select the relevant requirements you'd like to search within

There are 5 options to choose from, you can then search within those to find the requirements you are looking for.

Selecting these items then searches within that data set:

  • My Requirements: All requirements you are assigned to

  • Direct Enquiries: All of your teams enquiries

  • Agent Led: All of your teams agent led requirements

  • Acquisitions:  All of your teams acquisitions

  • All: All your agencies requirements

3. Search & filter results

The best way to find the requirement you want to update is to use the text search and search by contact, email or company name:


You can see the results via the board view (great to see your requirement pipeline) or table view (great for seeing the extra details):


You can use advanced search filters to have a deeper dive, for example show me all enquiries for office over 2k sq ft in the last 2 months

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n.b. By default we search active requirements, to view archived requirements you need to go advanced filters > status' > include all status'

 

Success - you just found your requirement!

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