As mentioned in How are Leads Created, there are 2 sources for leads - Lead Forms and Referrals.
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.
There are two methods to identify whether a form is a Lead form:
- Hub Settings Check: If the form is listed under the "Lead Form" text box in Hub Settings, it has been converted into a lead form
- Badge Identification: Within the Forms tool, all Lead forms display a "Lead Form" badge next to the title. Forms without this badge are not being used as Lead forms, and new submissions will not appear in the Home Leads dashboard.
Identifying Submission Types
Administrators can determine whether a submission was received as a regular form submission or Lead form submission by reviewing the answer history:
- Lead Form Submissions: Display a "Lead" badge next to the submitter's name and show one of five possible statuses: Pending, Contacted, Accepted, Declined, or Referred.
- Regular Form Submissions: Show no badge and reflect either default statuses or custom statuses configured for that Hub.
Important Notes:
- None of the submissions made before a form was converted into a Lead form will appear in the Home Leads dashboard—only submissions for active Lead forms will be displayed in the Home Leads dashboard
- Forms configured for Cohort Management, Events, Mentorship, or Business Advising cannot be used as Lead forms
Video Walkthrough:
How business owners submit a Lead form, Lead form submission notification, differentiating a Lead form vs regular form, differentiating a Lead form submission vs regular form submission