This guide explains how to search for a planning application using a reference code in Fine Leads, review the returned application details, save the search as a preset, export the results, and add the application to a project for further tracking.
1. Open Fine Leads and start a reference search 0:02
Open Fine Leads and navigate to the Filters area.
Use this search method when you already have a planning application reference code.
Entering the reference code allows you to quickly locate the specific application record.
2. Enter the application reference code 0:25
In the Reference filter field, type the exact planning application reference code.
Confirm the code matches the application you want to find.
Remember that reference codes are generally unique, but different councils may use similar or duplicate formats.
3. Review the search results 0:52
After entering the reference, review the returned result on the map or satellite view.
Scroll to the application listing and click it to open the record.
If needed, use the Results view to confirm the correct application has been found.
4. Open the application record and review details 1:36
Open the application to view the full record details.
Review available information such as:
Application portal hyperlink
Value
Address
Status
EPC rating
Agent details
Location map
Associated documents
Use these details to verify the application and gather relevant information.
5. Save the search as a preset 2:04
Go to Filters and select Save Preset.
Enter a clear, recognizable name for the preset.
Click Save so the search can be reused later without re-entering the reference code.
6. Reload a saved preset when needed 2:18
To return to the saved search, go to the top right-hand side of the screen.
Select Load Preset.
Choose the preset you previously saved to reopen the same search quickly.
7. Export the application data to CSV 2:30
Select Export CSV to download the application information.
Name the export file appropriately.
Click Export to send the file to your email for later access and review.
8. Create a project from the application 2:50
Open the specific application record.
Click Create Project in the top right-hand corner.
Enter a project name and any required details.
Click Create to add the application to your Projects section for further work.
Reference codes may vary by council: Some councils may use similar or duplicate reference formats, so confirm you are reviewing the correct application.
Verify the result before saving or exporting: Make sure the application record matches the intended lead or project before taking further action.
Check email delivery for exports: CSV exports are sent by email, so allow time for delivery and confirm the message is received.
Use clear preset and project names: Poor naming can make it difficult to find searches and projects later.
Save frequently used reference searches as presets to avoid repeating the same filter setup.
Use the Results view to quickly confirm the correct application before opening it.
Export to CSV when you need to share or archive the application data outside Fine Leads.
Create a project immediately after confirming the application to keep tracking organized and reduce missed follow-up steps.
