Receiving leads shared by AWS
The Leads page allows you to accept, manage, and report back updates on lead engagements shared by AWS and convert those lead engagements to opportunities. The Leads page has two tabs:
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Leads – where you can manage and convert accepted leads
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Lead invitations – where you can accept or reject leads shared with you
AWS Partners have the option to either Accept or Reject incoming lead invitations. Any new lead that is surfaced to you will need to be Accepted before the entire lead detail, including contact information, is made visible. Rejected leads will automatically be removed from the Lead Invitations tab.
For lead management, partners can review, accept, or reject leads shared by AWS within a 5-business-day window. Leads progress through defined statuses and include essential information such as company details, use cases, and project descriptions. Once qualified, leads can be converted into full opportunities for further development.
Lead status
Leads can have the following status:
|
Lead status |
Description |
|---|---|
| Open | The lead was accepted by the partner but no customer contact has been made. |
| Research | The lead is being reviewed by the partner to understand customer needs, use case. |
| Qualified | Partner account team engaged with prospect/end customer to discuss viability, understand requirements, etc. Prospect/end customer agreed the opportunity is real, of interest, and may solve a business or technical need. |
| Disqualified | Lead cannot be tied to an opportunity. |
Topics
Accepting a lead
AWS Partners have the option to either accept or reject incoming lead engagements. You must accept an incoming lead before you can view all lead details including contact information.
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From the Lead Invitations Tab, click on one or multiple leads using the checkbox and select accept invitation or You can also click on any lead invitation and select Accept invitation on the top right corner.
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Once clicked, you will see a pop up appear to confirm acceptance.
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A banner will appear informing of the successful acceptance.
Updating a lead
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Navigate to any lead using the checkbox or clicking on the lead.
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Select Edit.
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Make relevant updates and select Save. You can also add interactions to the lead to record contact between a partner and the potential customer to help track engagement with leads across different channels and touchpoints.
Converting a lead to an opportunity
Once a lead reaches the Qualified stage, partners can convert it into an opportunity, maintaining the historical connection between the lead and the resulting opportunity.
To convert a lead to an opportunity
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Navigate to desired lead and click create draft opportunity.
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Choose Create draft opportunity which is automatically generate a new opportunity with relevant lead information pre-populated.
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Choose View draft opportunity.
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Add any additional required opportunity information.
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Choose Submit to submit for validation.
Note
To transfer leads in bulk, refer to Bulk actions.
