Assign Leads to Partners

Channel account managers can use the Leads pages to assign and reassign leads to the partners who are best suited to successfully handle the lead and drive it forward toward becoming an opportunity.

Assign Leads

If you're a channel account manager, you can follow these steps to assign leads to your partners:

1. Sign in with your Channel Account Manager credentials and click Leads.

2. On the Leads list page, select the lead you want to assign. If you created a saved search for unassigned leads, such as Unassigned Partner Leads, you can use that to filter your list.

3. Click the Assign Partner action to search for and select the appropriate partner for the lead.

4. Click OK, and click Yes to confirm.

Reassign Leads

If you're a channel account manager, you can follow these steps to change lead assignment from one partner to another:

Note: When you reassign a lead to another partner, the previous partner's team members are removed from the lead team, and the primary contact of the newly assigned partner is added to the lead team.

1. Sign in with your Channel Account Manager credentials and click Leads.

2. On the Leads list page, search for and select the lead you want to reassign.

3. From the Actions list, select Assign Partner.

4. On the Select Partner page, search for and select the partner you want to have to lead.

5. Click OK, and click Yes to confirm the partner change.