Lead Management Navigation

1 / Access Leads. /
  1. Login to Partner Center
  2. In the Sales Administration Menu, click Lead Management to launch Salesforce.com
  3. In theSalesforce.comNavigation Links, clickLeads

2 / View Lead records. / Select the View All Accepted & Assigned Leads

Accepted Leads
  • Leads that you have Accepted
  • Partner Promoted Leads
  • Full Lead profile
Direct Assigned Leads
  • Leads assigned only to you
  • Minimal Lead profile
Pooled Assigned Leads
  • Leads assigned to two or more Partners
  • First come – first served
  • Minimal Lead profile

3 / eMail Notification of new Leads. / By default, Lead Administrators receiveeMail notification for each new Lead. To “Opt Out” of eMail Notification:
  1. In theSalesforce.com Navigation Links, clickSettings
  2. Check the Lead Email Opt Out box

4 / Accept a Lead. / An Accepted Lead is “owned” by you and full Lead Profile data are displayed
  1. Select the Lead
  2. Click Accept

5 / Reject a Lead. /
  1. Select a Lead
  2. Select a Rejection Reason
  3. Click Reject
  4. Lead is returned to Autodesk or sent back to the pool if appropriate.

6 / Transfer a Lead. / Assign an Accepted Lead to a new owner and notify them

  1. Click

  1. Click to search for the new owner
  • Must be a Salesforce.com User
  1. Check Send Notification Email to notify the new Lead Owner
n.b., only the Lead Owner can access the Lead
7 / Update | Edit a Lead. / Only the Lead Owner can Update | Edit a Lead record, e.g., adding Call Notes.
  1. Click
  2. Make changes
  3. Click
n.b.,once you have converted a Lead to an Opportunity you will be able to add products.
8 / Converting a Lead to an Opportunity. / 1.In the Lead record, click
  • ClickYes
  • In the Opportunity
  • Projected Close Date defaults to the last day of the current Fiscal Quarter
  • Add Product(s):
  • Scroll down to Products
  • ClickAdd Product
  • Select the appropriate Product Line(s), Product Type and License Type & Estimated Number of Seats

9 / Register an ACE Opportunity. / Register Opportunities with ACE-eligible Products
  1. At the top of the Opportunity record clickRegister Deal
  1. Continue with the ACE Opportunity Program process for your country.

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