Overview
This article introduces the Leads View, highlighting key categories and navigation features for efficient lead exploration.
Navigation Elements
The Leads view loads by default upon login. It can also be accessed by clicking the Leads option in the hamburger menu.
Figure 1: Accessing Leads view
It features the following key elements for navigation:
Figure 2: Navigating Leads view
|
No. |
Field |
Description |
| 1. |
Quick Search (Search Bar) |
Filters listings by entry of specific keywords (e.g, "Marketing" to filter by Category, "ABC Corp" for Agency, or "Urban Development" for Project Title). |
| 2. |
Search Builder (Button) |
Provides a query builder for setting specific search parameters using logical operators such as AND/OR and Group conditions. |
| 3. |
Document Search (Button) |
Identifies exact matches for search terms in the Document Result tab of a lead. It pinpoints the specific document and page number where the term appears, eliminating the need to manually scan extensive files. |
| 4. |
Group By Column Header |
Offers dynamic data organization by dragging column headers (e.g., Agency, State) and applying multi-level grouping for refined sorting. |
| 5. |
Expand Row (+) (Button) |
Reveals additional lead details such as Lead Summary and Document Result. Details for each tab are covered below. |
| 6. |
Pagination Control |
Adjusts leads per page (e.g., 25, 50, 100) and enables navigation via Next, Previous, First, and Last buttons. |
Leads Table
The Leads View displays a table containing information about each contract opportunity.
Figure 3: Leads table
Key columns of the table are:
- Agency – The issuing government agency, municipality, or organization (e.g., Township of Toms River, City of Taylor, Bay County, etc.)
- State – The U.S. state where the project is located (e.g., NJ, MI, RI, MD). To understand state abbreviations, see State Abbreviation Guide.
- Lead Type – The type of procurement process. For detailed information, refer to Lead Types Guide.
- Project Title – A brief description of the contract opportunity.
- Due Date – The deadline for bid submission.
- Posting Date – The original publication date of the opportunity.
- Document Search – Indicates whether the lead documents are searchable using the Document Finder.
Lead Details
Each lead is represented as a row entry in the table. Clicking the Expand Row (+) button reveals additional tabs and buttons:
Figure 3: Lead details
Figure 4: View, Pursue and Hide Lead buttons
Note: The View Lead , Pursue Lead and Hide Lead buttons may not be immediately visible depending on the screen size. Scroll to the right within the lead entry to see these buttons.
|
No. |
Field |
Description |
|
1. |
Lead Summary |
Provides a structured overview of the opportunity, including: Core Need/Objective, Estimated Budget/Value, Key Scope Highlights, Key Eligibility/Qualification Criteria, Other Critical Dates, Potential Quality Indicators/Red Flags. |
|
2. |
Document Result |
Repository of the issuing agency documents (e.g., RFPs) related to the lead. |
|
3. |
View Lead (Button) |
Redirects to the official source of the bid posting, typically a government website or procurement portal. |
|
4. |
Pursue Lead (Button) |
Adds the lead in the Pursuits Calendar View for tracking. |
|
5. |
Hide Lead (Button) |
Allows users to hide leads that are irrelevant or already reviewed, helping declutter the Leads table. |
FAQs
Can I customize the way leads are displayed?
Yes. The table allows users to:
- Sort leads by clicking column headers (e.g., ascending/descending order).
- Group leads by dragging column headers (e.g., by Agency, State).
- Expand individual lead entries for deeper insights.
How often are leads updated?
Leads are updated every 24 hours based on new postings and changes from the official bid sources.
Contact Us
For further assistance, Contact Us.