Save or remove an opportunity
Click the bookmark on a card, or Save on the opportunity page, to keep an opportunity in the Saved tab; click it again to remove it.
Written By GovPreneurs
Last updated 21 days ago
Saving keeps an opportunity in the Saved tab, so you can find it again. You can save from the list or from the opportunity page. On the Pilot plan, the Opportunities page is locked. See Why an opportunity or Hunter action is locked.
Save from the list
- In the left menu, click Opportunities.
- Find the card that you want to keep.
- Click the bookmark on the card.
The bookmark fills in. The card is now in Saved.
Save from the opportunity page
- Click a card to open the opportunity.
- If Grant shows its introduction, click Show me the analysis.
- Click Save at the top of the page.
The button then reads Saved.
Remove a saved opportunity
- Click the filled bookmark on a card. You can also click Saved on the opportunity page.
- The opportunity leaves the Saved tab.
What you see next
- The Saved tab shows a count of your saved items.
- Above the list, the button Go to Pipeline opens Pipeline. See Pipeline: revisit saved work and mentor reviews.
- A saved opportunity stays in Saved after it closes.
If you have saved nothing, the tab says: "You haven't saved anything yet." Tap the bookmark on any opportunity and it waits for you there.
⚠️ If a saved item is missing: Read Why a saved opportunity is missing from this list.
Related articles
Was this helpful?
Still need help? Share an idea