Before you begin, review the lead form submission from the How can we help you? form. If the request is for a service you do not provide and needs to go to someone outside the SCALE network or to an individual, follow these steps.
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Log in to your Hub and switch to Moderator View.
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In the upper right corner, click the gear icon and select View as Moderator.
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From the Home page, open the Leads section and click the lead you want to review.
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If the service is outside your offerings and you need to refer to an individual instead of a TA provider within the SCALE network, click Accept and then Refer Contact.
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On the Refer Contact screen, confirm the pre-filled Referred Contact field and enter the business name and program ID.
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In Refer To, select Individual.
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In Select Member, ignore the list of hub members and manually enter the email address of the recipient. This will automatically change to an email address field.
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Fill in the First Name and Last Name fields, then click Save.
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In Attach a Form Response, select the original lead form submission.
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Add a note in the Note field to provide context for the recipient.
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Click Send Referral to complete the process.
