Employer Leads Overview

The Employer Leads Module allows you to keep track of prospective employers. Job development is a critical component of helping gain employment opportunities for people in employment services. This module helps you track your efforts to build relationships with new employers and convert them to an actual employer once you have employed individuals with them.

To get started, click the Employer Leads button on the dashboard and you will see an area that resembles our Outreach module that can be used to track employer leads. Here, you can add leads, their basic information, notes/comments with mentions, and follow up tasks to keep track of your to-do's.

Click here to watch a video on Employer Leads

Step 1: Navigate to Employer Leads

From your dashboard, slowly navigate to the green tiles and select the Employer Leads feature.
This section allows you to document potential employers for the individuals you support. You'll see both active and, if applicable, inactive leads listed here.

Step 2: Add a New Employer Lead

Click on "Add New Lead" to begin entering details.

You'll be prompted to input:

• The employer's name
• A contact name (such as a manager)
• Phone number
• Optional: Fax number
• Email address
• Website URL
• Physical address
• Referral source (where you learned about the employer)
• Optionally, select "Other" if none of the listed sources apply
• The industry type

Once the details are complete, click Save.

Step 3: Add Notes, Tasks, or Files

After saving, you can:

• Add comments (e.g., to tag a staff member or mention an individual interested in the job)
• Attach a file or document
• Create a follow-up task for another employment manager
• Mark the lead as inactive if it no longer applies
• Delete the lead if needed

You can also use filters by date range or name to manage a large list of leads.

Step 4: Confirm the Lead

When you’re ready, select "Confirm Lead."
This action moves the lead from the leads list to your official list of employer records.

Step 5: Access Confirmed Leads

To find your confirmed leads:

1. Go to Admin Tools (purple tiles)
2. Select "Manage Employers"

Your confirmed employer will now be visible here and available for selection in a person's eChart, within the Employment feature.

Click here to watch a video on Activating an Employer Lead

Step 1: Navigate to Employer Leads

From the ICM dashboard, click on the green Employer Leads tile.
This will take you to your list of potential employer leads.

Step 2: Confirm the Lead

Find the lead you'd like to confirm.
On the right-hand side of the screen, you’ll see a green “Confirm Lead” button.

Click that button.

Once confirmed, the lead will be moved from the employer leads list into your active employer records.

Step 3: Locate the Active Employer

To view the confirmed employer:

1. Go to Admin Tools
2. Select the purple "Manage Employers" tile

You’ll now see that lead listed as an active employer.

Step 4: Employer Is Now Selectable

This employer is now available for selection in the Employment section of a person’s eChart.