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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7 articles in this topic
Leads
Learn how referred leads are captured, tracked, and managed inside Referral Factory. Find help with lead details, attribution, imports, duplicate referrals, and sending lead data to the tools your team uses.
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Best first reads for this topic
Leads•Guide
Can Someone Who Was Referred Become a Referrer?
Yes. Keep the existing Lead record and create a separate Referrer record for the same person.
3 min read
Leads•Guide
How Can I Manage Leads in Referral Factory?
Use the Leads area to search, filter, qualify, edit, export and remove Leads from your referral campaigns.
4 min read
Leads•Guide
What Happens if the Same Lead Is Referred or Submits Their Details More Than Once?
Referral Factory uses email addresses to recognise repeat submissions in a campaign and keeps the original successful attribution.
3 min read
Leads•Guide
Why Do Leads Have to Submit Their Details First?
The Referral Link Page captures the Lead and connects them to the correct Referrer before they continue to your website or next step.
3 min read
Leads•Guide
Why Does a Lead Show as Pending?
Pending means the Lead has been captured but has not yet met the campaign qualification rule.
4 min read
Leads•Guide
How to Manually Add or Import Leads
While leads typically enter your campaign through referral links, you can also add them manually or via CSV import.
2 min read
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.
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