---
title: Navigating the Home Leads Dashboard
description: This guide walks you through how to navigate through the home leads dashboard and the several visual aids EIC has implemented
---

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# Navigating the Home Leads Dashboard

The Home Leads dashboard displays two Lead tables—Leads from Forms and Leads from Referrals. A maximum of 5 leads are displayed in each table on the home page. When there are more than 5 Leads, moderators can access the full form or Referral lists by clicking the blue prompt at the bottom right corner.

![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-40-18%E2%80%AFAM-png.png?width=670&height=539&name=Screenshot%202025-06-09%20at%209-40-18%E2%80%AFAM-png.png)

EIC has implemented several visual aids to make Lead review and management easier to understand:

### Tooltips

Tooltips can be found in the top right corner of both the "From Forms" and "From Referrals" Lead Management tables as blue question mark icons.

![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-40-44%E2%80%AFAM-png.png?width=670&height=469&name=Screenshot%202025-06-09%20at%209-40-44%E2%80%AFAM-png.png)

Tooltip Explanation:

- **From Leads:** These leads are generated when small business owners submit a Lead Form; they must be responded to within two business days
- **From Referrals**: Referrals are exchanged between SCALE partners to match business owners with the most appropriate service provider based on business needs, community of interest, language, or geography

### Reviewing Leads from Multiple Lead Forms

If there is more than one Lead form, a dropdown menu will appear next to "From Forms." This allows moderators to toggle between different Lead forms. When moderators select a Lead form from the dropdown, the table updates to show only Leads submitted through that specific form.

![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-41-22%E2%80%AFAM-png.png?width=670&height=330&name=Screenshot%202025-06-09%20at%209-41-22%E2%80%AFAM-png.png)

### Badges

Badges appear next to Leads’ names to provide insights into Lead tenure. Once a Lead has been actioned (accepted, declined, contacted, or referred), badges automatically disappear.

![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-42-17%E2%80%AFAM-png.png?width=322&height=131&name=Screenshot%202025-06-09%20at%209-42-17%E2%80%AFAM-png.png)

- New: All new Leads with "Pending" status that haven't reached the overdue timeframe

![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-42-23%E2%80%AFAM-png.png?width=354&height=145&name=Screenshot%202025-06-09%20at%209-42-23%E2%80%AFAM-png.png)

- Overdue: Leads with "Pending" status that have exceeded the defined overdue timeframe

### Status Indicators

Statuses are automatically updated and indicate actions taken for each Lead:

![](https://learn.economicimpactcatalyst.com/hs-fs/hubfs/Screenshot%202025-06-09%20at%209-43-58%E2%80%AFAM-png.png?width=670&height=285&name=Screenshot%202025-06-09%20at%209-43-58%E2%80%AFAM-png.png)

### Video Walkthrough:

Badges, tooltips, navigating between Lead forms and status

<iframe src="https://player.vimeo.com/video/1090523757?h=b322b2caec&amp;app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" title="Lead Management Tool at a Glance" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

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