--- title: How are Leads Created? description: This guide walks you through the 2 ways leads are created --- [Skip to content](https://learn.economicimpactcatalyst.com/calosba-how-are-leads-created#main-content) English Show submenu for translations ![EIC and Startup Space logos with a woman business owner smiling](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/1.png?width=1875&height=625&name=1.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Startup Space](https://learn.economicimpactcatalyst.com/?hsLang=en) 2. [CalOSBA SCALE Resources](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en) 3. [Lead Management Tool](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#lead-management-tool) # How are Leads Created? Leads can be generated through two primary methods: 1. Leads through Lead Forms 2. Leads through Referrals ### Leads through Lead Forms: **What is a Lead form?** - Lead forms appear identical to regular forms and are created using the same process. However, when a form is converted into a Lead form, all submissions are automatically populated into the Lead Management tool as Leads. ![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-24-31%E2%80%AFAM-png.png?width=670&height=88&name=Screenshot%202025-06-09%20at%209-24-31%E2%80%AFAM-png.png) **How are Lead forms submitted by interested business owners?** - When business owners browse the CalOSBA directory and find a resource listing they believe would be helpful for their business, they can click on the listing and connect with an advisor by completing the linked form. This form serves as the Lead form. Once submitted, the awardee Hub that owns the resource will receive a notification both in the app and through email and see the Lead listed in their Home Leads dashboard. ![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-25-12%E2%80%AFAM-png-1.png?width=670&height=599&name=Screenshot%202025-06-09%20at%209-25-12%E2%80%AFAM-png-1.png) ### Leads through Referrals: ![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/undefined-Jun-09-2025-04-27-33-4978-PM.png?width=670&height=275&name=undefined-Jun-09-2025-04-27-33-4978-PM.png) **Which Referrals create Leads?** - A Referral creates a Lead in your Hub if it is created by a user in another Hub and the Referral creator sends the Referral to your Hub through their Resource Compass. **When might an awardee choose to refer a Lead?** - If an awardee receives a Lead that they believe would be better served by another awardee organization, they can refer the Lead to another awardee organization provider listed in the Resource Compass. **There are two referral options:** - **Support and Refer:** - The awardee provides initial support to the business owner while also referring them to another awardee resource for additional assistance. - **Direct Referral:** - If the awardee determines they are not a good fit or cannot provide meaningful assistance, they can refer the Lead directly to another Hub without offering direct support. - [FAQs](https://learn.economicimpactcatalyst.com/faqs?hsLang=en) - [Getting started](https://learn.economicimpactcatalyst.com/getting-started?hsLang=en) - [Troubleshooting](https://learn.economicimpactcatalyst.com/troubleshooting?hsLang=en#main-content) - [Login and Registration](https://learn.economicimpactcatalyst.com/troubleshooting?hsLang=en#login-and-registration) - [General](https://learn.economicimpactcatalyst.com/general?hsLang=en) - [Account](https://learn.economicimpactcatalyst.com/account?hsLang=en) - [Features](https://learn.economicimpactcatalyst.com/features?hsLang=en#main-content) - [Business Advising](https://learn.economicimpactcatalyst.com/features?hsLang=en#business-advising) - [Campaigns](https://learn.economicimpactcatalyst.com/features?hsLang=en#campaigns) - [Cohort Management](https://learn.economicimpactcatalyst.com/features?hsLang=en#cohort-management) - [Connect Now](https://learn.economicimpactcatalyst.com/features?hsLang=en#connect-now) - [Courses](https://learn.economicimpactcatalyst.com/features?hsLang=en#courses) - [Coworking](https://learn.economicimpactcatalyst.com/features?hsLang=en#coworking) - [Jobs](https://learn.economicimpactcatalyst.com/features?hsLang=en#jobs) - [Events](https://learn.economicimpactcatalyst.com/features?hsLang=en#events) - [CalOSBA SCALE Resources](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#main-content) - [Data Reporting](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#data-reporting) - [Invoicing](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#invoicing) - [Forms](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#forms) - [Startup Space Quick Guide](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#startup-space-quick-guide) - [Lead Management Tool](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#lead-management-tool) - [Awardee - Lead Management Dashboard](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#awardee-lead-management-dashboard) - [TAP Application](https://learn.economicimpactcatalyst.com/calosba-scale-resources?hsLang=en#tap-application) [![EIC and Startup Space logos](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Blog%20and%20Event%20Images%20(1200%20x%20600%20px)%20(5).png?width=1875&height=625&name=Blog%20and%20Event%20Images%20(1200%20x%20600%20px)%20(5).png "EIC and Startup Space logos")](https://www.economicimpactcatalyst.com/) 28050 US Hwy 19 N Suite 305, Clearwater, FL 33761 [mailto:helpdesk@eicatalyst.com](mailto:helpdesk@eicatalyst.com) Copyright © 2024, economicimpactcatalyst.com