Manually create leads

Resellers and Reseller Managers can manually create leads that come to them from outside of AppReseller (that is, leads that do not originate from a Referral user).

Resellers and Reseller Managers can assign manual leads to all Sales Support Representatives (SSRs) in your organization or to a single reseller company.

To manually create a lead,

1. Go to Manage > Reseller > Home | Referral Leads. The Leads page appears. It displays details about any existing leads.
2. 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. 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.
3. 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 Submitted state.
   • The details page includes a link to return to the Leads page, which now includes this lead.
   • The Source column on the Leads page displays Manual for this and other manually created leads.
4. (Optional) Click Edit in the Notes section and add a comment that is visible to all other users viewing the lead. Click Save.
5. (Optional) Click Manage then Assign to transfer the ownership of the lead to all Sales Support Representatives (SSRs) in your organization, or to a reseller company. The status of the lead is now Assigned. The SSRs or members of the selected reseller company can now manage the lead.