Welcome to the next generation of LeadManager!
Let's get familiar with your new dashboard.
Search Bar
When you first open LeadManager, you will be greeted with your dashboard. At the top of the page is your search bar, complete with different selection criteria to help you narrow down your project or company search results. Just toggle between the tabs to begin searching.
If you want to narrow your search down even further, you can find more advanced filters via the drop-down menu.
You can access your saved searches on the far left of your search bar; just click the Saved Searches (bookmark) icon.
Latest Project Updates
Check out the latest projects in your subscription with the click of a button. These projects are separated into Planning, Open Tenders, Contract Awarded and Construction Underway and will be updated every time you log in.
Taskbar
Down the left-hand side of the page is where you’ll locate your taskbar. Here you will find access to your dashboard (New Search), Project Pipeline, Key Accounts, and My Tasks.
Without navigating away from the main page, your dashboard also offers you a glimpse into your Project Pipeline, Key Accounts and any tasks or Updates that you may have lined up.
Settings
If you’d like to adjust your account settings, click on your avatar in the top-right corner. Here you can update your:
- Default Email
- Password
- Alerts (Project Pipeline, Key Accounts, Saved Search)
- Excel Template
- Default Date Range (choose to limit your search results to the past year, to your subscription start date, or to another set date range)
To help you get the most out of your subscription, you can also grant permission for your BCI Account Manager to access and make changes to your BCI login.
Simplified View
If you’d rather not see all of these options on your dashboard, select View Search Only at the bottom of the page. This will give you a simplified view of your dashboard.
You can flick back to the complete dashboard by clicking the View All button at the bottom of the page.
Help
Have any questions about the new setup? Our handy help guides detail how to take advantage of all the tools LeadManager has to offer. Just click on the Help button in the bottom-right corner of your dashboard.
Of course, there is no substitute for talking to a real person! If you need to reach out to your Account Manager, their details can be found in the Settings tab; just click on your avatar in the top-right corner.
