How to Add Opportunities to Lead Lists

Lead List provides email notifications of updates from contracting officers. This guide walks you through adding opportunities to a lead list.

Find the Opportunity
- Navigate to the Opportunities tab in the top navigation bar.
- Select Opportunity Search and locate the opportunity you want to add.
- Ensure your search is in Card View.
Add the Opportunity
- On the opportunity's card, locate the three icons next to the opportunity title.
- Click the circuit icon (which says Add to Lead List when hovering over).
- Select the lead list you want to add the opportunity to.
- Once selected, the opportunity is immediately added-no need to save.
Remove an Opportunity from a Lead List
- If you need to remove the opportunity from a lead list, click the circuit icon again.
- Uncheck the lead list you previously selected.
- The opportunity will be removed from that lead list immediately.
Confirm the Opportunity was Added
- The assigned lead list name will appear on the left side of the opportunity card, above the contracting agency.
- If the opportunity is in multiple lead lists, all assigned lead lists will be displayed.
- You can also confirm the opportunity was added by navigating to your lead list (see the next section).

To view or manage your lead lists:
- Click the circuit icon on an opportunity card and select Manage Lead Lists at the bottom.
- Or, go to Pipeline > Saved Searches & Lead Lists, then select Lead Lists to see all created lists.
- Once you click into a specific lead list, you will be taken to the opportunity search page displaying all opportunities linked to that list.

Lead list names cannot be edited after creation. If you need a different name, you must create a new lead list.

If you don't have the correct lead list created, checked out our guide on How to Create Lead Lists

If you have questions or need assistance, please contact our support team at support@federalcompass.com.