Client-side shortlist

Your shortlisted PlanningBrief leads.

Star leads while browsing and review them here. The shortlist is stored in this browser only; no account or server-side tracking is used.

Lead workspace

Your working pile stays beside the live workflow.

Use the quick browser-local tray here, or move into the signed-in lead workspace for follow-up dates, ownership, tags and exports.

No active query
Save search Create alert Shortlist
Turn selected leads into a lead board.

Choose leads for review, create a PDF board, or open the durable account workspace for CRM notes and follow-up.

Open lead workspace Browse Project Leads Refine search View on map Create alert

Saved lead tray

Keep query context beside saved leads.

Device local

Saved lead row

Source-linked lead ready for verification

Move
Stage County Value band Needs verification

Rows stay compact: add notes, reopen in list or map, check the official file, then remove once reviewed.

Reopen in list Reopen in map

Browser-local during early access; contact us when this query needs account-backed monitoring. Source-linked planning register rows; verify against the official file before acting. Value bands are indicative construction-cost estimates, not contract values.

Saved-lead workflow

Next actions after saving leads.

Browser local
QualifyOpen each saved lead and check stage, source link, location and useful-for tags.
CompareUse Project Leads or Search to broaden the same county, stage or project type.
MonitorCreate an alert once the saved set points to a repeatable search pattern.
Open Project Leads Open all in map Create alert from shortlist

This page keeps a lightweight shortlist in this browser only. Premium early access is the route when a team needs account-backed saved searches. Source-linked planning register rows; verify against the official file before acting. Value bands are indicative construction-cost estimates, not contract values.

Saved in this browser

Shortlisted leads

0 leads

No shortlisted leads yet. Use the Shortlist button on a lead card, then come back here.

0 selected Browse project leads

Export and share actions use the leads saved in this browser.