Step 1: Log in with your credentials 🔑
First things first, use your login details to sign in to your account. This ensures you can access all the amazing features we have for you.
Step 2: Look for the Pre-Procurement tab 📑
Once logged in successfully, look for the Pre-Procurement tab at the top of the page in the navigation menu.
Step 3: Apply filters to narrow down your search 📝
Now, you'll see a list of filters available on the left-hand side of the page, each allowing you to refine your search with various options.
The first filter allows you to filter by Buyer Level - either by a specific Buyer Name or a broader selection by Groups (e.g., Local Government, NHS, Central Government) or Regions.
You can also apply filters for your desired Market and Category. Alternatively, you can use the Search Phrase bar on the main page to search directly for an opportunity using a keyword of your choice, such as ‘’Software’’.
Buyers: Filter by buying authorities requesting the service.
Markets & Categories: Select a specific market/markets and category/categories to narrow your results.
Date: Sort by opportunities listed this week, this month, last 30 days, last 60 days, last 90 days or since you last logged in.
Keywords: Search for specific opportunities based on your keyword of interest (or a complete phrase such as ‘cyber security’).
Preferences: You could also choose to see only opportunities, unread articles, your favourites or your saved opportunities.
PRO TIP: You can also export the data based on your search results. Click on the Export button to download the data in your preferred format (Excel)
Once the filters are applied, the results will display various symbols representing the following:
Pen = Contract Awarded
Bulb = Opportunity
Box = Landscape information
Step 4: Review the data 📑
Once you find an opportunity that interests you, click on the title or read more to view full details.
You’ll then find more info on the opportunity page, such as the full description provided by the buying authority, any relevant contact details linked to this opportunity, the opportunity’s timeline and for the words highlighted in orange, once you click on them, you’ll be able to see the source of the data.
As you look at the top pf the page, you’ll be able to see other opportunities, contracts and landscape information published by the buying authority which you can navigate through.
PRO TIP: You can always save this buying authority as your favourite or export the data. Click on the Export button to download the data in your preferred format (PDF)
Unless, you would like to simply share the opportunity, save it or actually add it on your CRM system (for more details about the Webhook feature please contact your designated CSM).
All the results above will be linked to the market of interest and will be highlighted on the left hand side of the page (e.g.: ICT & BPO).
You also have the ability to navigate other markets if they are applicable to your services.
PRO TIP: To find more information about the buying authority, you can simply click on the Summary tab and you will be redirected to a page similar to the one below.
Info: Key details about the respective buying authority.
Top 10 suppliers: A list of suppliers currently in partnership with the buying authority, providing insight into their existing partnerships.
Key decision makers: If interested in collaborating with the buying authority, you’ll be able to find the Name, Job Title, E-mail address and Telephone number for the best person to get in touch with. Tip: You can also export the data for future use.
Charts & attachments: Any corporate documents shared by the buying authority, such as structure chart & future plans.
Contracts Register & Live Tenders: A shortcut to the list of contracts and tenders relevant to the buying authority which you can always check in our Notices feature.
Step 5: Stay updated with notifications 📲
To receive real-time updates about upcoming opportunities that match your preferences, go to the Profile icon > Settings > Pre-Procurement Alert Profile and set up your preferences using a wide range of filters.
Need a step-by-step guide? Check out our Email Alert guide 💻