Getting Started with Lead Pursuits

Welcome to the Lead Pursuits Knowledge Base. Use the guides below to get started with the essentials of Lead Pursuits. 

Introduction to Lead Pursuits

An overview of the platform’s three main tabs—Leads, Pursuits, and Profile.

• 1.1 About Lead Pursuits
• 1.2 Introduction to Lead Pursuits UI
• 1.3 Introduction to Leads View
• 1.4 Introduction to Pursuits Calendar View
• 1.5 Introduction to Profile View
• 1.6 Comprehensive Guide to Lead Types in Lead Pursuits
• 1.7 Lead Pursuits: State Abbreviations Guide

Using the Lead Pursuits Platform

Guidance on logging in, navigating the platform, finding contract opportunities, and pursuing leads.

• 2.1 Logging Into Lead Pursuits
• 2.2 Navigating Contract Opportunities
• 2.3 Opportunity Breakdown - Viewing the Information
• 2.4 Analyze a Lead For Suitability
• 2.5 Pursuing a Lead
• 2.6 Managing Hidden Leads in the Leads View

Advanced Features of LP: Custom Queries

Learn about refining searches, saving queries, and using document search tools.

• 3.1 Creating Search Queries Using Search Builder
• 3.2 Loading and Editing a Saved Query
• 3.3 Search Within Attachments Using Document Finder
• 3.4 Utilize the Pursuits Calendar to Track Deadlines

Subscription & Account Management

Learn about available subscription plans and payment methods.

• 4.1 Set Up a Profile
• 4.2 Lead Pursuits Subscription Plan
• 4.3 Subscribing to Lead Pursuits
• 4.4 Canceling Subscription

For in-depth guidance, explore the linked articles in each section.