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      Using the Project Stage & Start Date Filters to Strategically Time Your Outreach

      This guide walks you through the steps on how to use the Timing Stage Filters: Project Stage and Start Date Filter feature in Citylitics platform

      Use these filters to strategically align your outreach based on the Opportunity’s Project stage and Start date to efficiently and effectively engage prospects at the right time.

       

      What is the Timing Stage of a Project Opportunity?

      Opportunity insights provide specific actionable intelligence on the upcoming project opportunity, the timing stage section offers insights on the project’s current stage and the start date as mentioned in the opportunity’s source documents.

       
      Timing Stage (2).png

      With this new feature you now have the ability to filter opportunities based on their respective Project Stage (Design, Construction, etc.) and Start Date (2025, 2027, etc.) to know what phase they're in and when they're happening, so you can align and time your outreach efforts to be more effective.

      You should use both the Project stage and the Start Date filters to accurately filter opportunities.

       

      Project Stage

      Start Date

      When you select Key Account in the Owner Rank filter, the Insights Details / opportunities table shows every opportunity associated with all of your Key Accounts.

      In the All Owners view, setting the Rank filter to view only Key Accounts shows each Key Account with an overview of total number of opportunity insights and total opportunity value. Along with the option to view all opportunity insights for that key account.
        

      To access the Timing Stage filters from Intelligence Feed Dashboard:

      1. Navigate to the Intelligence Feeds Dashboard

      1. Sign in to your Citylitics account.

      2. From the left-hand navigation, under Intelligence Feeds, click on the Dashboard to open the Intelligence Feed dashboard view.

       
      Timing Stage - Dashboard View.png

      2. Navigate to the Project Stage filter

      1. Scroll down to the Opportunity Details section.

      2. Under Opportunity Details, click on the Project Stage filter for dropdown options to choose from.

       
      Project Stage.png

      3. Choose Target Phases from the Project Stage filter

      1. In the dropdown choices all project stages are selected by default. Unselect project phases (Construction, Design) that you do not want to target. You can multi-select any number of phases you want to filter by.

      2. Click outside the filter drop to exit and activate the filter.

       
      Project Phases dropdown selected.png

      4. Navigate to the Start Date filter

      1. Under Opportunity Details, Click on the Start Date filter for dropdown options to choose from.

       
      Start date filter.png

      5. Choose Target Years from the Start Date filter

      1. In the dropdown choices all Start Dates are selected by default. Unselect the start dates (2023, 2022,etc.) that you do not want to target. You can multi-select any of the listed years you want to filter by.

      2. Click outside the filter drop to exit and activate the filter.

      3. Now the opportunities will be filtered by both the Project Stages AND the Start Dates selected.

       
      Start date selection.png

      4. View the list of opportunities that match the applied filters

      1. Scroll down to the Insight Details section to view all the opportunities filtered by the targeted Project Stage and Start Date filters.

      2. To view your preferred opportunity in single opportunity view, click on the hyperlinked opportunity name in the opportunity column

       
      opportunities .png

      5. Review the Opportunity’s timing stage in single opportunity view

      1. Scroll down to the Timing Stage section of the opportunity insight to review it and evaluate the opportunity.


        Opportunity review.png

       

      For additional guidance, try this step-by-step demo: Timing & Project Stage Demo