The Leads feature helps you keep track of all the opportunities you’re interested in pursuing. Save contracts, organize them by type, and never lose track of a promising opportunity.

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What are Leads?

Leads are opportunities you’ve saved from your searches that you want to keep track of. Think of them as your personal collection of potential contracts, grants, and other opportunities that match your business interests.

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Benefits of Using Leads

  • Never Lose Opportunities: Save interesting contracts for later review
  • Organize Your Work: Keep all potential opportunities in one place
  • Track Progress: Monitor which opportunities you’ve reviewed
  • Team Collaboration: Share opportunities with your team
  • Quick Access: Jump back to any saved opportunity instantly

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How to Save Leads

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From Search Results

  1. Find an Opportunity: Use the search feature to find contracts that interest you
  2. View Details: Click on the opportunity to see its full details
  3. Save the Lead: Click the star icon (⭐) to save it to your leads
  4. Confirmation: You’ll see a confirmation that the opportunity has been saved

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From Contract Pages

When viewing a contract’s detailed page:
  1. Review the Opportunity: Read through the contract details and requirements
  2. Save Button: Look for the “Save Opportunity” button
  3. Add to Leads: Click to save it to your leads collection
  4. Start Journey: Optionally create a journey to begin working on the opportunity

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Managing Your Leads

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Leads Dashboard

Access your saved leads from the Leads tab in the main navigation. Here you’ll find:
  • All Saved Opportunities: View every opportunity you’ve saved
  • Filtering Options: Sort by type, date, or other criteria
  • Quick Actions: Access contract details, start journeys, or remove leads
  • Organization Tools: Keep your leads organized and searchable

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Lead Organization

Your leads are automatically organized by opportunity type:
  • Federal Contracts 🏛️
  • SLED Opportunities 🏙️
  • Forecasts 🔮
  • Subcontracting 💼
  • Grants 💰
  • SBIR/STTR 🚀
  • DIBBS 📦

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Lead Actions

For each saved lead, you can:
  • View Details: Click to see the full contract information
  • Start Journey: Create a new journey to begin working on the opportunity
  • Remove Lead: Unsave opportunities you’re no longer interested in
  • Share: Copy links to share with team members
  • Export: Download lead information for external use

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Lead Management Best Practices

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Organizing Your Leads

  1. Regular Review: Set aside time weekly to review your saved leads
  2. Prioritize: Focus on opportunities with approaching deadlines
  3. Categorize: Use the opportunity type to organize your work
  4. Clean Up: Remove leads for opportunities you’ve decided not to pursue
  5. Follow Up: Create journeys for leads you want to actively pursue

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Working with Leads

  1. Save First, Review Later: Don’t lose promising opportunities - save them immediately
  2. Set Reminders: Use the journey feature to set deadlines and reminders
  3. Team Input: Share leads with team members for their input
  4. Track Decisions: Document why you’re pursuing or passing on opportunities
  5. Learn Patterns: Use your leads to understand what types of opportunities work best

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Lead to Journey Workflow

The most effective way to use leads is to convert them into journeys:
  1. Save the Lead: Start by saving any interesting opportunity
  2. Review Details: Take time to thoroughly review the requirements
  3. Assess Fit: Determine if the opportunity matches your capabilities
  4. Start Journey: If it’s a good fit, create a journey to begin work
  5. Track Progress: Use the journey to manage your bidding process
  6. Update Status: Keep your lead status current as you progress

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Lead Analytics

Track your lead management effectiveness:
  • Total Leads: See how many opportunities you’ve saved
  • Lead Types: Understand which opportunity types you focus on
  • Conversion Rate: Track how many leads become active pursuits
  • Success Rate: Monitor how many pursued opportunities result in wins
  • Response Time: Measure how quickly you act on new opportunities

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Tips for Effective Lead Management

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Finding the Right Opportunities

  • Use Smart Search: Leverage AI-powered search to find relevant opportunities
  • Set Up Alerts: Create saved searches to get notified of new opportunities
  • Broaden Scope: Don’t limit yourself to just one opportunity type
  • Regular Monitoring: Check for new opportunities regularly
  • Industry Focus: Focus on opportunities in your core business areas

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Making Decisions

  • Quick Assessment: Do a rapid initial review to determine interest
  • Detailed Review: For promising opportunities, do a thorough analysis
  • Team Input: Get input from key team members on major opportunities
  • Resource Assessment: Consider your team’s capacity and capabilities
  • Strategic Fit: Ensure opportunities align with your business goals

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Staying Organized

  • Daily Review: Spend 15 minutes daily reviewing new leads
  • Weekly Cleanup: Remove leads for opportunities you’re not pursuing
  • Monthly Planning: Plan your pursuit strategy for the coming month
  • Quarterly Review: Assess your lead management effectiveness
  • Continuous Improvement: Refine your process based on results

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Getting Help with Leads

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Lead Management Support

If you need help managing your leads:
  1. Check the Help Button: Use the help icon for guided tours
  2. Review Documentation: Refer to this guide for detailed information
  3. Contact Support: Reach out to our support team
  4. Watch Tutorials: Access video guides and demonstrations

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Common Questions

Q: How many leads can I save? A: There’s no limit to the number of leads you can save. Q: Can I organize leads into folders? A: Leads are automatically organized by opportunity type, but you can use the journey feature for more detailed organization. Q: How do I share leads with my team? A: You can copy links to specific leads or use the journey feature for team collaboration. Q: Can I export my leads? A: Yes, you can export lead information for external use and reporting. Q: What happens if I remove a lead? A: Removing a lead unsaves the opportunity, but you can always search for it again and save it again if needed. Effective lead management is the foundation of successful government contracting. Use these tools to stay organized, make informed decisions, and never miss a promising opportunity!