How to Add Employer Leads

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1. Accessing Employer Leads

From the ICM dashboard, slowly navigate to the green tiles and select the Employer Leads feature.

This area allows you to document potential employers for the people you support. You’ll see any active leads, and possibly inactive ones as well.

2. Adding a New Employer Lead

Click to add a new lead, then begin entering the following details:

• Employer Name
• Contact Name (such as a manager at the employer location)
• Phone Number
• Fax Number (optional)
• Email Address
• Website URL (optional)
• Physical Address
• Referral Source (where you obtained this lead)
• Other Source (if none of the listed options fit)
• Industry Type

Once complete, click Save.

3. Adding More Information

After saving the lead, you can:

• Add comments, such as:
  • A note to a staff member
  • Mentioning an individual who may be a good fit for the job
• Upload a file or attachment
• Create a follow-up task for another employment manager

4. Managing the Lead

From here, you have several options:

• Move to Inactive if the lead is no longer valid
• Delete the lead if needed
• Filter your list by name or date range to help manage a long list
• Confirm the Lead

5. Converting to an Employer Record

When you confirm a lead:

• It becomes part of your official Employer Records
• The lead will no longer appear in the leads list but will move to Admin Tools

To find it:

1. Go to Admin Tools (the wrench icon)
2. Select the Manage Employers purple tile
3. The confirmed employer will now appear here

This employer is now available for selection in a person’s eChart under the employment feature.