---
title: Leads | Details and Notes
description: Learn to navigate the Lead's Details and Notes page.
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# Leads | Details and Notes
## Unlock new business opportunities with Lead Finder in PlanHub. If you’re on the Pro Level plan, Lead Finder helps you quickly discover, research, and manage qualified construction leads—all in one organized workspace. Here’s how to navigate a Lead's Details and Notes Page.
The Lead Finder page works as a database of project leads, which are usually in the early stages of budgeting and planning. Learn how to find the right leads in this article:** [Lead Finder for Suppliers](https://knowledgebase.planhub.com/knowledge/lead-finder-for-suppliers?hsLang=en)**
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### **Accessing Lead Finder**
**Step 1:** Click [**Lead Finder**](https://supplier.planhub.com/lead-finder) at the top of your dashboard. In the menu, select[**Leads**](https://supplier.planhub.com/lead-finder) to view current opportunities.
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### **Browsing and Filtering Leads**
**Step 1:** Use the **Search** bar and **Advanced Filter** options to find leads that match your criteria. Sort by location, project type, or any field shown in the filter bar.
**Step 2:** Review the filtered list of leads below for a quick overview of available opportunities.
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### **Managing Lead Details**
**Step 1:** Click a lead from the list to open a summary panel with essential project details.
**Step 2:** In the Panel to the right are the initial basic details about the lead. For more information, select **Details** & **Notes** to view information and add notes.
**Step 3:** On the Project Lead Details page, scroll through specific information such as project overview, expected trades, and key dates. Use this information to help you vet this lead.
***Tip****: At the bottom is the trades, select* ***View All*** *to see a complete list of trades.*
**Step 4:** In the **Contact Details** area, click **View all** to access additional contacts.
**Step 5:** Review the map to confirm the project’s location.
**Step 6:** Use the **Notes** section to review and record reminders, comments, or updates for your team. Set **Follow-Up Notifications** and due dates so you never miss a key opportunity.
**Step 7:** Organize your workflow by **saving** the lead to your [**Bid Planner**](https://supplier.planhub.com/bid-planner), **sharing** with teammates, or **archiving** leads no longer being pursued.
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### Additional Tips
- Review leads frequently to stay updated on new opportunities.
- Jot down notes and schedule follow-ups to keep your process organized.
- Archive completed or irrelevant leads to keep your workspace clean.
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### Conclusion
PlanHub’s Lead Finder gives you a powerful, organized toolkit for handling construction leads. Use these steps to capture opportunities, stay ahead of deadlines, and grow your business from the ground up!
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### Troubleshooting
If a Lead's details are locked, it is likely outside of your purchase access.
Contact us if you wish to expand your coverage or report an issue:
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