Leads can be generated through two primary methods:
- Leads through Lead Forms
- 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.
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.
Leads through Referrals:
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.