Published at: 2026-09-17
Claim a lead from the partner lead pool
An upstream enterprise can create a dedicated lead pool for its partners. Partner users claim leads from the pool and follow up on or convert them according to upstream rules.
Before you start
[!IMPORTANT] - Confirm that your account can access and claim records from the Partner Lead Pool. - Confirm that the upstream enterprise has configured the lead pool and its assignment, claim, and reclamation rules.
Claim a lead
- Open Partner Lead Pool from the Partner Connect home page.
- Review the available leads.
- Open a lead and confirm its business information.
- Select Claim.
- Open My Leads and confirm that the owner has changed.
The upstream enterprise can also assign a lead directly to a partner user. Directly assigned leads appear in your business list.
Follow up on a claimed lead
Add follow-up information as required by the upstream enterprise. If several users need to collaborate, open the lead and invite other partner users.
Troubleshoot claim failures
The lead pool may have reached its claim limit, or your role may not have claim permission. Ask the upstream channel manager to check the pool’s assignment, claim, and reclamation rules.
Expected result
The lead is assigned to the current partner user and appears in My Leads.