Question 1

What is a lead in Referral Factory?

Accepted Answer

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.

Question 2

Why does a referred lead show as pending?

Accepted Answer

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.

Question 3

Can Referral Factory prevent duplicate referred leads?

Accepted Answer

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.

Question 4

Where should my referred leads go after capture?

Accepted Answer

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.

Topics

Leads