Configure products to collect leads

Marketplace Managers can configure products in the production catalog to display a Contact Us button that potential customers can click to generate a sales lead for the associated product.

To configure a product to collect leads

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Click Manage > Marketplace > Products > productName | Edit. The Product Dashboard appears for the selected product.

2. Click the gear icon next to the product that you want to configure, then select Edit Marketplace Settings. The {productName} Settings page appears with General, Product, and Billing tabs. It displays the content of the General tab by default.

3. Select Collect leads on the General tab. The two leads options are activated, and the Instead of purchase option is selected by default.

4. (Optional) Click the In addition to purchase option if you want your customers to have the option to either purchase this product or contact your organization for assistance (thus generating the lead).

5. Click Save. The selected product is configured to collect leads. Its product profile now includes a Contact Us button.

   

   When customers go to the marketplace and click Contact Us on a product profile that has been configured to collect leads, the Submit Your Information dialog appears.

   They can enter their contact information, company details, and any special instructions, then click Send. A message confirms their information was submitted. The lead created by this process appears in the Pending Leads table on the Leads page, where a Marketplace Manager, Reseller Manager, or Sales Support Representative (SSR) can respond to it as described in View and manage leads.