> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://howtouse.probatedata.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How To Use The "LEADS" Tab

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**How to Use the Leads Tab and Its Difference from Saved Searches in Probate Data**

1. **What Is the Leads Tab?**

* The **Leads Tab** is for saving and organizing refined lists of leads that you want to work on later.
* It allows you to save specific search results, revisit them, and download them as needed.
2. **How to Create a Lead List**

* Perform a **New Search** (e.g., Nevada, Clark County, June 2023).
* Refine your search using filters (e.g., “Available” properties with phone numbers).
* Once the results are narrowed (e.g., 34 cases), select all or specific records.
* Instead of downloading, click **Save to My Leads**, give the list a name (e.g., “Nevada Out of State”), and save it.
* You can create multiple lead lists and add new records to existing lists.
3. **How to Access and Manage Leads**

* Go to the **Leads Tab** to view your saved lists.
* Select a lead list and review the records. Note: Filters cannot be modified for saved lead lists.
* From here, you can:

* Download individual records or the entire list.
* Remove records from the list if needed.
4. **Difference Between Leads and Saved Searches**

* **Leads Tab:**

* Stores specific lead lists for manual follow-up and management.
* Allows you to add or update lists over time.
* **Saved Searches:**

* Used primarily for setting up **alerts**.
* Automatically notifies you via email when new cases matching the saved search criteria are uploaded.
5. **Use Case Example**

* **Leads Tab:** Save a refined list of “Nevada Out of State” leads and revisit later for targeted outreach.
* **Saved Searches:** Set up an alert for cases in Orange County or Sarasota County with emails and phone numbers, and get notified of new matching leads.

**Summary:** The **Leads Tab** is for saving and organizing refined lead lists for future work, while **Saved Searches** are designed to automate updates and send alerts for new cases matching your criteria. Use both tools to optimize your prospecting process.