What is a lead in Referral Factory?
A lead is the person who has been referred to your business. Depending on your campaign, they may submit a form, visit a referral link, become a customer, reach a CRM stage, or trigger another qualification event.
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6 articles in this topic
Leads
Track, qualify, and manage referred leads.
The Leads category covers the people who are referred into your business through Referral Factory. It explains how referred leads are captured, matched to referrers, checked for duplicate submissions, and moved through your campaign workflow.
Use this section when you want clearer lead tracking and cleaner handoff to your sales, customer success, or CRM process. The goal is to help you understand not only who was referred, but whether that referral became valuable.
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Category FAQ
Common questions about Leads
Why does a referred lead show as pending?
A pending lead usually means the person has been captured but has not yet met the qualification rule for your campaign. The lead may still need to purchase, book, convert, reach a deal stage, or be manually approved.
Can Referral Factory prevent duplicate referred leads?
Referral Factory includes tools to help manage duplicate submissions and identify when the same person appears again. Your exact duplicate handling depends on campaign settings, form fields, and any connected CRM or integration.
Where should my referred leads go after capture?
Many teams send referred leads into a CRM, email workflow, sales queue, or product onboarding flow. Referral Factory can help capture the referral source so your downstream team knows who referred the lead and which campaign generated it.
FAQs
Quick answers in this topic
Leads•FAQ
FAQ: What happens if the same person is referred twice?
How Referral Factory handles duplicate leads within a campaign — including what happens when two referrers try to refer the same person.
2 min read
Leads•FAQ
FAQ: Can the same person be both a referrer and a lead?
Yes — and this is actually a common and desirable scenario.
1 min read
Leads•FAQ
FAQ: Why does a lead show as Pending?
All leads start as Pending when they first submit their details through a referral link. This is the default state — it does not mean anything is wrong.
2 min read
Leads•FAQ
FAQ: What happens if a lead submits their details twice?
Referral Factory uses email address as the unique identifier for leads within a campaign.
1 min read
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Referrers•How-To
How to use referral codes
Referral codes let you track referrals when a link is not the best handoff, and can also be used with Stripe checkout when you want code redemption and coupon discounts in one flow.
9 min read
Getting Started•FAQ
FAQ: How do I log in or reset my password?
How to log into your Referral Factory dashboard using a password, magic link, Google, or SSO — and how to reset your password if you've forgotten it.
3 min read
Analytics•FAQ
FAQ: Can I use UTM parameters or tracking pixels with Referral Factory?
What works and what doesn't when it comes to UTM parameters, Google Analytics, Facebook Pixel, and other tracking tools on your referral pages.
4 min read
Promoting Your Program•FAQ
FAQ: How do referrers access their portal?
How referrers sign up, log in, and use the branded referrer portal to find their referral link and track their referrals.
3 min read