Managing leads
The Leads page in AWS Partner Central allows you to manage your lead lifecycle: accept leads shared by AWS, import your own leads, enrich leads with AWS insights, report back updates, and convert leads into opportunities. The Leads page has three tabs:
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Leads – where you can enrich lead batches, manage leads, and convert leads to opportunities
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Lead invitations – where you can accept or reject leads shared with you by AWS
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Enriched lead batches – where you can review your enriched lead batches and enrichment results
Lead status
Leads can have the following status:
|
Lead status |
Description |
|---|---|
| Unqualified | The default status for a new lead. The partner has not yet assessed whether the lead can be tied to a viable opportunity. |
| 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. |
| Other | The lead's qualification does not fit the standard states. |
Updating a lead
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Navigate to any lead using the checkbox or by selecting 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 the desired lead and choose Create draft opportunity.
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Choose Create draft opportunity, which automatically generates 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.
