Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Example Process of Managing Leads

This topic provides one example of a process for managing leads. Your company may follow a different process according to its business requirements.

To manage leads, channel managers and partner users perform the following tasks:

1. Creating Leads for Partners (Channel Managers)
2. Taking Ownership of a Lead (Partner Users)

Creating Leads for Partners (Channel Managers)

This task is a step in Example Process of Managing Leads.

Complete the steps in the following procedure to create a lead.

To create a lead for a partner

1. Navigate to the Lead tab, and create a new lead.
2. Enter the lead's name and complete the other fields.
3. In the Owner Full Name field, click the lookup icon, and choose the new owner from a list of partner users.
4. Set the ownership status to Transfer to Partner.

   This status indicates that you have transferred this lead to the partner user.

5. Save the lead record.

   When you save the record, the Owner Account field and the Channel Manager field are populated automatically from the partner account record associated with the new owner of the lead.

Taking Ownership of a Lead (Partner Users)

This task is a step in Example Process of Managing Leads.

Complete the steps in the following procedure to take ownership of a lead.

To take ownership of a lead

1. Sign in to Oracle CRM On Demand, review the new lead in your list of leads, and determine whether you want to own the lead.
2. Accept or reject the lead, as follows:
   • To accept the lead, set the ownership status to Accepted.
   • To decline the lead, set the ownership status to Declined.
3. Save the record.
4. Follow the standard lead management process.

   For more information, see Oracle CRM On Demand Online Help.