Where Can I Add Projects to My Tracker?
From the Project Details Page
Once you've qualified a project, you can add it to your Project Tracker using the following tags:
Click the star icon to mark a project as Interested
Click the dollar sign to mark it as Quoted
Click the trophy to mark it as Won
Click the thumbs down to mark it as Lost
From the Search Results Page
You can also tag projects directly from the Search Results page. Under Action, on the left-hand side of the page, click on the star, the dollar sign, the trophy or the thumbs down icons to update the status of a project in your tracker.
Manage Projects with the Project Tracker
Access the Project Tracker (three-bar icon) via the pinned toolbar on the left-hand side of the page.
What You Can Do:
View projects by deal stage: Interested, Quoted, Won, or Lost
Search your Project Tracker using the search bar in the top-right-hand corner. Use keywords to locate specific projects.
Click the Sort By icon in the top left to change the view to:
Date added to folder (default)
Last updated
Update Status via Drag & Drop
Move a project into a different bucket (e.g. Won, Lost) by clicking and dragging.
More Project Options
Click the three dots next to a project to:
Remove the project from your Tracker, meaning it won’t appear in your tracked list anymore.
Archive the project, hiding the project entirely, including from future search results.
You can restore archived projects from Settings (top-right corner) > Archived Projects.
Use the Dashboard to Stay on Top of Deals
Your Dashboard offers quick access and reminders to help you manage your pipeline.
Key Features:
Time to Follow Up?: You'll be prompted to follow up on Quoted projects after a couple of weeks.
Time to Act?: View Interested projects that have recently been updated on the platform.
Suggested Leads for You: Discover new projects based on your Tracker and saved searches.
If you’re no longer actively pursuing a project, use Hide to remove it from your Dashboard without affecting your Tracker.