1. Oracle CRM On Demand for Partner Relationship Management Configuration Guide
  2. Creating Leads for Partners (Channel Managers)

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.