Convert Partner Leads to Opportunities

Channel account managers can convert partner leads to opportunities for their partner users by selecting the lead, and clicking Convert from the Actions menu.

Use these steps to convert a partner lead into an opportunity for your partner users.

1. Sign in with your channel account manager credentials.

2. From the Sales work area, click Leads.

3. From your list of Leads, search for and select the lead you want to convert.

4. From the Actions menu, select Convert.

5. On the Convert Lead to Opportunity page, ensure the lead shows the correct opportunity name, owner, primary contact, and account.

6. Click Submit.

Tip: Partner users can also convert leads to opportunities, but an administrator must specifically set this up.