Lead Finder for Suppliers

Leads

Important Note:

These leads have no documents attached since they’re early in planning, and outreach should be treated as cold contacts. PlanHub’s research team compiles these leads for your outreach.

Step 1: Click Lead Finder at the top of your dashboard.

Step 2: Choose Leads from the options.

Step 3: Use the search and filter tools to narrow down leads.

Step 3.1: Type a project or contact name in the search box to find matching leads.

Step 3.2: Apply advanced filters to target leads that fit your products.

Location (region or ZIP code)

Step 4: Save and title your favorite filter sets for quick access later.

Step 4.1: Access saved filters by clicking Manage Filters—apply them as needed.

Step 4.2: Reset filters if you want to clear all selections.

Tip: Large filter resets might take extra time to reload results.

Step 5: Turn on alerts to be notified when new leads match your filter set. Toggle Set Alert on and click Proceed.

Step 6: Export your filtered leads for outreach. Click Export Projects in the top right corner.

Scroll below your search and filters to see your filtered leads listed below the search bar.

Step 1: Sort leads by creation date, update date, name, status, location, or expected bid due date.

Step 2: Click a lead to view summary info on the right—status updates, project overview, contacts, location, building use, GC, and estimated value.

Step 3: For detailed info, click Details or Notes.

Step 3.1: View everything PlanHub has gathered on the lead: expected trades, contacts, and locations.

Step 4: Take action from the sidebar—add notes, schedule follow-ups, save leads to your Bid Planner, share with your team, or archive leads.

Step 5: Save to your team's Bid Planner, Share, or Archive a lead

Find leads by contact name or type:

Step 1: Click on Lead Finder and select Contacts in the options.

Step 2: Search contacts by name, title, company, organization type, location, email, or phone number.

Step 3: Scroll to view contact results. Click View Associated Projects on any contact for matching leads.

Step 3.1: If active leads exist for the contact, you’ll see their projects.

Boost your sales pipeline by discovering early-stage leads where your products can make the biggest impact. PlanHub Lead Finder (Pro Level) puts you at the front of the project cycle—log in and reach out to key decision-makers before bidding even starts!