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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

 

Accessing Lead Finder

Step 1: Click Lead Finder at the top of your dashboard. In the menu, select Leads to view current opportunities.

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.

 

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, sharing with teammates, or archiving leads no longer being pursued.

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.

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!

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: