2.2 Navigating Contract Opportunities

Overview

Step 1: Go to Leads View

Step-2: Searching for Leads

FAQs

Overview

This article provides a step-by-step guide on how to navigate contract opportunities within the Leads View.

Step 1: Go to Leads View

1. Go to Lead Pursuits Portal and log in using account credentials.
2. Upon login, the Leads View appears by default.
   
   

Figure 1: Leads View

       3.   If not visible, access it via the hamburger menu on the left.

Figure 2: Hamburger Menu

Figure 3: Hamburger Menu options

Step-2: Searching for Leads

Option-1: Apply Search Using the Quick Search Bar

1. Enter keywords in the Quick Search bar to instantly filter lead results.
   
   

   Figure 4: Keyword based search

       2.   View the updated table that shows filtered opportunities.

Figure 5: Finding Leads containing ‘Construction’ Using Quick Search

Option-2: Apply Search Using Search Builder Button

1. Click the Search Builder button to create custom queries.

The following Search Builder menu opens up:

 

    2.   Choose a Logical Condition (AND/OR).

   3.   Click Add Expression to define a new filter condition.

            

Figure 8: Add Expression Button 

Upon clicking, filter options are available.

 

For example, to search for contracts specific to Florida with a due date of 3/19/2025:

1. Select Field from the first dropdown (e.g. State).
2. Select Operator from the second dropdown (e.g. Is Equal To).
3. Enter Value in the textbox: (e.g. FL).
   
   

   Figure 10: Setting first condition

   
   
4. Click Add Expression to include another condition.
5. Select Field from the first dropdown (e.g. Due Date)   
6. Select Operator from the second dropdown (e.g. Is Equal To)
7. Select Date from the calendar: (e.g. 3/19/2025)
   
   

   Figure 11: Setting second condition

8. Click Save Query to store it for future use.
9. A prompt will appear asking to enter a name for this query.
10. Type the desired name in the text box and click OK to save.
11. Click Submit to apply the search and view filtered results.

     

 

The filtered leads show up in the updated Leads table: 

Figure 13: Filtered Leads (State and Lead Type)

Figure 14: Filtered Leads (Project Title and Due Date)

To explore lead details and understand the information provided for each opportunity, refer to Opportunity Breakdown: Viewing the Information.

FAQs

What is the difference between "Add Expression" and "Add Group"?

1. Add Expression: Adds a new filter at the same level, using the selected AND/OR logic.
2. Add Group: Creates a nested set of conditions with separate AND/OR logic, allowing more complex queries.

Example:

1. Add Expression: (State = FL AND Due Date = 3/19/2025)
2. Add Group: (State = FL AND (Due Date = 3/19/2025 OR Lead Type = Bid))

What is the best way to organize leads for better visibility?

Leads can be grouped by dragging column headers (e.g., Agency, State) into the Group By Column Header section. For a more detailed classification, multiple headers can be dropped to create nested groupings.

What steps can be taken if a previously viewed lead cannot be found?

Adjusting search filters, clearing previous filters, or increasing the number of items displayed per page in the Pagination Control may help in locating the lead.

How to get further support?

For assistance, Contact Us.