Creating Your Own Lists

Click on 'Lists' on the left side of the screen.


Click the "Create List" button located in the top right-hand corner of the page.


Name your list and assign it a type (Bids, Agencies, & Companies) based on what opportunities you would like to find.


Then, choose one of the following:
a. Manual: Will allow you to add leads individually to a list. Click here to learn more.
b. Automatically using a saved search: Will have you choose an existing saved search to import into the list.



Create a summary for your own reference on why you created or what your goals are for this list. You can also add tags to your list. This will help you keep track of all your lists. You can also set a max # of suggested opportunities to get you started.


Once you've set everything up click "Submit" to create the list.

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