Link leads to orders

Marketplace Managers, Reseller Managers, Resellers, and Sales Support Representatives (SSRs) can create links between leads with the status of Converted and any number of orders to track a sales lead from to its beginning to it becoming an order.

To link converted leads and orders

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

1. Go to one of the following locations depending on your user role:
   • Marketplace Managers at Manage > Marketplace > Home | Leads
   • Reseller Managers at Manage > Reseller > Deal Management | Leads
   • SSRs at Manage > Marketplace > Customers | Leads
   • Resellers at Manage > Resellers > Deal Management | Leads
     The Leads page appears and displays all existing leads.
2. Click the row of a lead with a status of Converted that you want to link to an order. The selected lead’s details page appears.
3. Click Link Order below the Orders table. The Link Orders dialog appears.
4. Enter the order number in the search field. The field automatically completes based on your partial entry. The order’s details appear in the dialog.
5. Click Link to link the lead to the order. The selected lead’s detail page appears and includes an Unlink Order button in the row for the newly linked order.
6. (Optional) Click Unlink Order to delete the link between the lead and the order.