Create referral leads

Referral users can create and submit leads that they feel are likely to generate sales for the Reseller they are ultimately assigned to.

To create a lead,

1. Log in to your AppReseller account. Your AppReseller home page appears.
2. Click Manage then select Reseller. The Leads page appears. It contains a table that displays details about existing leads.
3. Click Add a Lead. The Create a New Lead dialog appears.
   1. Enter the potential customer’s company information in the appropriate Company Details fields.
   2. Enter the potential customer’s user information in the appropriate User Details fields. This company and user contact information is used to create a customer company and it's first user when this lead is converted into a customer as described in Convert leads to customers.
   3. (Optional) Select one or more products or services associated with this lead from the Product Selection section. You can filter the products by selecting a product category in the left pane, or enter a product or company name in the search field.
4. Click Save. The following events occur:
   • A message confirms the lead was created.
   • The lead’s details page appears and displays the contact information for the potential customer associated with the lead.
   • The lead is assigned the Pending Submission state. Leads in this state can be deleted as described in Delete a lead.
   • The details page includes a link to return to the Leads page, which now includes this lead.
5. (Optional) Click Edit in the Notes section, then enter a comment that other users can view when managing the lead. Click Save.
6. Click Manage then select Submit to Partner Manager. You are prompted to confirm the submission.
7. Click Submit. The following events occur:
   • A message confirms the lead was successfully submitted to the Partner Manager.
   • The status of the lead is updated to Submitted.
   • The Partner Manager's view of the Leads page includes the new lead. He or she is responsible for assigning or disqualifying the lead.