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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. “These leads help align customer territory planning and support co-selling success.” Use filters
Appropriate roles: Business profile admin | Referrals admin “Microsoft sends millions of leads to its partners every year to help them build their businesses.” Access leads
Access leads “To access your leads, sign in to the Partner Center, and select Referrals from the left navigation pane.” Receive notifications of new leads
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.
Notifications of new leads are included as recommended actions in your Action center panel (notifications icon on the top right corner). 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.” Important
Notifications of new leads are included as recommended actions in your Action center panel (notifications icon on the top right corner). We recommend that you check these actions often to be responsive to your leads. “if you get more than 10 leads in a day, the leads are delivered in a digest format.” Important
Important “New Modern Business Profiles don't account for Preferred contact and send leads to all Referral Admins.” The following table describes the lead types, notification types, who receive the notifications, and notes on email precedence.
The following table describes the lead types, notification types, who receive the notifications, and notes on email precedence. “Offer leads Email Referral admin The preferred email takes precedence over the listed Referral admin email.” Navigate leads
The following table describes the lead types, notification types, who receive the notifications, and notes on email precedence. “Qualified leads Email The contact who was added on the lead in MSX. An MSFT seller adds this contact in MSX at the time the qualified lead is created.” Navigate leads
The following table describes the lead types, notification types, who receive the notifications, and notes on email precedence. “Joint Planning leads Email Referral admin The preferred email takes precedence over the listed Referral admin email.” Navigate leads
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.
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
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:
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.
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