Hello! How can we help?

This section explains how leads are displayed, how you can navigate the leads page, and how to move leads to another brief.


The All Leads page lists all existing leads the user has access to.


To see only those in a particular stage, click on the relevant status.

  • All
  • Identification
  • Pre-CDA Review
  • On-hold
  • Accepted
  • Declined

Move a lead to another brief

In each view, users can move a lead to another brief by clicking on the three vertical dots button.


Move the lead through the workflow

See a detailed explanation of the lead workflow here.