| Project | Status | Value | Tags | Owner | Est. Start | Created |
|---|
| Company Name | Industry | Location | Contact | Added | Actions |
|---|
| Name | Title | Phone | Company | Leads | Actions |
|---|
Account & Organization
Your organization settings, subscription plan, and display preferences.
Email Digest Preferences
Configure when and what lead updates you receive via email.
User Management
Manage team members and their access levels.
| Name | Role | Last Login | Active | Actions |
|---|
Archived Leads
Restore or permanently delete archived leads.
| Project Name | Company | Archived By | Archived At | Actions |
|---|
Research Profile
Tell the research engine what to look for. This drives automated lead discovery — the more specific you are, the better the results.
🧠 What We've Learned Read-only
Not yet. As your team pursues leads, declines projects, and applies tags, the system will build a model of your preferences here.
Help & Support
Getting started, FAQs, and how to contact support.
1. Add your service areas — Go to Settings → Research Profile and configure the markets you serve (MSAs). This drives automated lead discovery.
2. Describe your ideal projects — In Research Profile, describe what types of projects you're looking for in plain language.
3. Import or create leads — Use the + New Lead button or run the research engine to auto-discover leads from permit filings, news, and public records.
4. Track and act — Update lead statuses, add contacts, link companies, and annotate sources as projects develop.
How does the research engine find leads?
The engine searches news sources, permit databases, and public records for your configured service areas. It uses AI to extract project details and match them against your research profile.
How do I change a lead's status?
Click any lead row to open the detail panel, then click "Edit" to modify the status. You can also use the Decline or Reopen buttons for those specific transitions.
What's the difference between Archive and Delete?
Archive (soft delete) hides a lead from the main view but keeps it recoverable under Settings → Archived Leads. Permanent delete is irreversible and only available to admins.
How do I invite team members?
Go to Settings → User Management and click "Invite User". They'll receive a magic link via email to activate their account.
Can I export my leads?
Yes — use the Export button on the Leads view. Supports CSV and XML formats. Use filters before exporting to export a subset of leads.
For questions, bugs, or feature requests:
Typical response time: within 1 business day.
Research Activity
Overnight research engine results — new leads and sources discovered automatically.
No research runs yet
The research engine runs overnight. Results will appear here after the first run completes.