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What are Leads?
Leads are opportunities you’ve saved from Search that you want to keep track of. They’re organized by opportunity type so you can quickly focus on the category you’re working in.Opportunity Types
Use the dropdown in the top left to switch between lead types:Federal
Federal contracts from SAM.gov
State, Local & Education
SLED opportunities across 5,000+ sources
Grants
Federal grant opportunities
Recompete
Expiring contracts likely to be recompeted
Forecast
Upcoming predicted opportunities
DIBBS
Defense Logistics Agency opportunities
Subcontracting
Subcontracting opportunities from prime contractors
Some lead types (such as SLED) require the appropriate plan permissions to access.
Using the Leads Dashboard
Switching Lead Types
Select the opportunity type from the dropdown in the top left to view your saved leads for that category. Your selection is remembered between sessions.Exporting Leads
Click the Export button (top right) to download your leads for the selected type. The export is named automatically based on the type (e.g.,federal-leads-export).
The Export button only appears when there are leads available for the selected type.
Lead Table
Each lead type displays a table with columns relevant to that opportunity category — such as title, agency, due date, contract value, and status. Click any row to open the full opportunity detail.How to Save Leads
From Search Results
- Find an opportunity using Search
- Click on it to view the details
- Click the star icon to save it to your leads
- It will appear in the Leads page under the matching opportunity type
From Contract Pages
- Open any opportunity detail page
- Click Save Opportunity
- Optionally click Start Journey to begin tracking it in Journey Hub
Lead to Journey Workflow
- Save the Lead — Bookmark any interesting opportunity from Search
- Review Details — Open the opportunity and read through requirements
- Assess Fit — Determine if it matches your capabilities
- Start Journey — Create a journey in Journey Hub to begin your capture process
- Track Progress — Use Journey Hub to manage tasks, proposals, and deadlines
