Learn to navigate the Lead's Details and Notes page.
Once you have purchased access to PlanHubs Project Leads for General Contracors you will need to learn more about how to manage theleads you are networking with. You can track your networking attempts right in the leads page so that you and your team are on the same page.
Each Lead in the Lead Finder has its own Details and Notes page. This page has additional information about the early-stage planning project lead.
To get to this page click on a lead and click on the Details & Notes button to the right.
In the Details and Notes, you are provided with the ability to save/remove/share this lead, project lead information + projected trades needed, contact information, notes, and a map.
Click the Plus sign in the Notes section to add a note and schedule a follow-up for yourself.
