Review Leads Created by Partners

After a partner user runs assignment, channel managers who are assigned to the Channel Sales Manager territory can view the leads that the partner user created. Channel managers can also create rules to assign the leads to one or several channel users.

They can review a partner created lead by opening the lead, reviewing the lead information, and choosing an action to take from the Actions menu.

Use these steps to review a lead created by one of your partner users.

1. Sign in with your channel account manager credentials.

2. Click Leads.

3. From your list of leads, search for and select the partner lead you want to review.

4. On the Edit Leads page, you can review the detailed information about the lead.

5. If you changed any of the information, click Save and Close. Otherwise, click Close.

6. Channel account managers can perform the following on the Edit Lead page:

   • Qualify or unqualify the lead.

   • Reject the lead.

   • Change lead ownership.

   • Provide visibility to partner users from other partner organizations by adding those partner users to the lead team.

   • Assign the lead to a different partner.

   • Mark the lead as a favorite.