Working with Projects

Owned by Zach Johnson (Unlicensed)
Last updated: Apr 25, 2023 by Deirdre Pearson

The topics in this section include all you need to know about working with projects in Intelligent Leads.  Key topics are:                                                                


Searching for projects

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

Saving your project searches 

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


Working with the project list page

The project list page is where you filter your subscribed projects for maximum results. From here you can follow, export and assign projects. To continue, see Working with the Project List. 

Understanding the project details page

The project details page contains all of the available information for a project, including participants and prospective bidders. To continue, see Working with the Project Details Page.


Need more information?  You can contact Customer Service for further assistance.        

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






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