---
title: "Lead Management"
canonical: "https://bizcore.refined.site/space/BCKB/1776975877/Lead%20Management"
format: markdown
---
> Macro (toc)
# **Overview**
As customers apply for loans through the Application Form, lead records are created in the Biz Core portal. The initial lead record is established after an applicant completes the personal details step of the form, so even if they do not finish or submit the entire form, the lead ensures that subscribers still receive their customer details.
By capturing leads at the personal details step, users can gather important information about potential customers who have shown initial interest in a loan. This data allows subscribers to establish contact, engage with the customer, and continue the conversation even if they have not completed the full application.
When a lead record is created users can choose to convert it to an application, or dismiss it. Additionally, if the option is enabled in the form's settings, a lead can be automatically converted to an application without any manual intervention. This flexibility allows users to manage leads efficiently and seamlessly transition them into applications as needed.
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To manage leads, from anywhere in the Biz Core Portal, navigate to **Workspaces → Leads**:
From here click the **SEARCH **button to show all leads, ordered by creation date:
Users can also use the filter options to only show leads that are unconverted, and therefore require the user to follow up on:
The status of leads is explained further below in **Lead Statuses Explained**.
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# **Create Applications and Dismiss Leads**
Each lead record contains a status:
## **Manually Create Applications and Dismiss Leads**
The status of a lead determines any necessary follow-up actions. In some cases, a user may need to initiate a follow-up process and decide whether to create an application based on the lead or dismiss it.
Any lead that requires user action will have a **CREATE** and **DISMISS** button attached to the record, users can click either option to convert to an application or drop the lead:
When the **CREATE** button is clicked, Biz Core initiates the process of matching the lead to an existing customer record using Customer Matching Rules (CMR). These rules are designed to identify potential matches based on predefined criteria explained below. If no customer is found that matches the lead, a new record will be created.
In the event a partial CMR is found, a list of potential customers will appear and allow users to link the lead to the existing customer and create the application, or create a new customer record altogether:
If a decision is made to not convert the lead into an application, click **DISMISS**** **button to change the lead status to Dismissed.
## **Automatically Create Applications**
If the [Auto-Create Application toggle is enabled](https://bizcore.refined.site/space/BCKB/1776615437#Application-Form-Details-Setup) in the Application Form settings, Biz Core will automatically convert leads to applications in the event:
- A Customer Matching Rule is found: the lead will be linked to an existing customer and a new application will be created.
- A Customer Matching Rule is not found: a new customer and application will be created.
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# **Customer Matching Rules (CMR) Explained**
Biz Core will attempt to link incoming leads to existing customers.
An incoming lead will be matched to an existing customer if:
| | **Individual** | **Business** |
| --- | --- | --- |
| **Attempt 1 - Direct Match** | - First Name, Last Name, AND
- Mobile, OR
- Email | - ABN, OR
- ACN, OR
- Company Name, OR
- Trading Name |
| **Attempt 2 - Indirect Match ***(Handles nicknames and shortened names e.g. John instead of Johnathon)* | - Last Name, AND
- DOB, AND
- Mobile, OR
- Email | |
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# **Lead Statuses Explained**
Every lead record is associated with a status that reflects its current state:
| **Status** | **Description** |
| --- | --- |
|  | A customer started the Application Form but did not complete it. Any personal details the customer entered will be visible within the Lead record, allowing the user to follow-up with the applicant.
The **CREATE** and **DISMISS** buttons are visible in this status. |
|  | A customer has completed the Application form and a user must decide whether to convert the Lead to an Application or dismiss it.
The **CREATE** and **DISMISS** buttons are visible in this status. |
|  | The Lead was converted to an Application. |
|  | The Lead was dismissed, no Application was created. |