Learn how to search for leads on the Lead Finder page
As a Supplier, you may wish to connect in the planning stage of projects. If you have purchased access to the Lead Finder you can tap into these early-stage project leads with contact details before materials are finalized.
Because these leads are early-stage planning there are no plans attached to these leads.
Navigate to the Lead Finder page, here you can search based on the Lead type or the Contacts type:
Leads
Use the Search bar to search for a contact by name or keyword.
Use the Advanced Filters to apply filters to help narrow down the list of leads.
Use the Save Filter options to save and manage your filter sets for easy access in the future.
Use the Saved Filter notifications to ensure you are notified when a new lead is added that aligns with your filters.
Below the search bar and Filters is the list of leads that align with any search or filters in place.
You can sort the list of leads by clicking the arrow next to each column title.
- Hover over a Column title to get the arrow to appear.
Use the Actions buttons to:
Save, remove, or share a lead with your team members.
See your Saved or Removed Leads folder in your Projects folder
Click on a lead to Learn more about it and obtain the contact details.
To the right (as you scroll down) you will have access to:
- The Lead Name
- Status Updates
- Lead Description
- Contact Details
- Project Information
Click on Details & Notes to view the Full Lead information and add notes that you and your team members can see.
If there are more than 2 contacts click on View All in the contacts section to view all contacts. Use this information to reach out to the contact and begin networking and building a relationship with them.
Click on View Associated Projects if you wish to see a list of leads we have this contact associated with in PlanHub.
Lead Contacts
Use the Contacts view to target contacts view the filters. You can filter the results by:
Name
Title
Company Name
Company Type
City
Regions
Phone
Below the Filters is a list of all contacts that align with any filters to search terms currently entered.
Each contact provides you with the contact's:
Name
Title
Company Name
Company Type
City
State
Link to their Project Leads
