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About Customer Leads - Partner Center
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The Leads section is divided into three tabs: Marketplace leads, Sales and Marketing leads, Joint Planning Leads and Favorites. You can filter and sort the leads in each tab to focus on the leads that are most important to you. You can also download the leads to a CSV file for further analysis or to import them into your CRM system. “SMB Opportunities leads aren't the same as co-sell opportunities, in which a Microsoft sales representative is actively engaged with the partner and customer until the deal closes.” Use filters
The Leads section is divided into three tabs: Marketplace leads, Sales and Marketing leads, Joint Planning Leads and Favorites. You can filter and sort the leads in each tab to focus on the leads that are most important to you. You can also download the leads to a CSV file for further analysis or to import them into your CRM system. “These leads help align customer territory planning and support co-selling success.” Use filters
Choose keywords and preferences in your business profile that represent your unique expertise and business model. Remove keywords that could generate referrals you're not interested in. If you're not interested in dealing with businesses of a certain size, update that preference. “Make sure your team gets incoming alerts.” Respond quickly to referrals. When you respond in a timely fashion to incoming requests, we increase your visibility in future customer search results. Make sure your team responds quickly with your intent.
Received stage “Review the details, and feel free to contact the customer if you want to learn more about their business needs.” Tip
Qualification and Evaluation stage “Once accepted, qualify the lead if the customer has responded and evaluate it if the BANT criteria have been identified.” After completing the substages, mark the lead as Won or Lost so it can be archived accordingly.
Access leads “You can see the leads in the Leads section of the Referrals workspace.” Receive notifications of new leads
Receive notifications of new leads “Notifications of new leads are included as recommended actions in your Action center panel (notifications icon on the top right corner).” The leads are delivered as individual emails, if you have a low volume of leads. Or if you get more than 10 leads in a day, the leads are delivered in a digest format. You can review your leads in Partner Center and respond to your customers quickly.
Receive notifications of new leads “We recommend that you check these actions often to be responsive to your leads.” The leads are delivered as individual emails, if you have a low volume of leads. Or if you get more than 10 leads in a day, the leads are delivered in a digest format. You can review your leads in Partner Center and respond to your customers quickly.
When you're finished, select Next. “The referral moves to the next stage, which means you plan to actively engage with the customer to address their need.” Scenario 2: Decline: When you decline a deal, follow these steps:
Filters make it easier to get to a focused set of leads. This following table describes the filters available to sort your leads. “Email validity Email addresses of leads are validated to verify that they can be contacted - Valid - Invalid - Spam - Unknown Offer leads” Download Leads