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Welcome!

The topics in this section include all you need to know about working with

companies

documents in Intelligent Leads. Key topics include:

 

 

 



Searching for documents

See the best options for effective searching - you can effectively locating project documents - use simple text or combine search terms with special characters. To continue, see Searching for companies

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Saving your documents searches

Included are the steps for creating, running, and saving company searches. You can also export search results into your third-party CRM system. To continue, see Working with saved company searches . 

   

Working with your subscribed companies

The company list page is where you filter the companies associated with your subscribed projects for maximum results. To continue, see Working with the company list . 

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Understanding Document Center

The company details page contains all of the available information for a company, including associated projects in all stages of development. You can even see your keywords highlighted in the results. To continue, see Searching for Documents  

Working with Document Center

Get the most out of Document Center: use filtering to locate plans, specs and addenda, find your keyword highlighted in project documents, and preview, export and print documents. To continue, see Working with company details page Document Center

 



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Care         You may also be interested in one of our training videos.