Published at: 2026-09-17
Follow up and collaborate on leads
Partner users can follow up on created or claimed leads and invite coworkers to help follow up, convert, or submit them.
Before you start
[!IMPORTANT] - Confirm that your account has access to the lead and the required actions. - Confirm that the upstream enterprise has configured the relevant application, role, and business rules.
Follow up on a lead
- Open the target record from Sales Leads.
- Review the lead source and current status.
- Add follow-up details as required by the business process.
- Convert or submit the lead based on the outcome.
Invite partner users
- Open the target lead and select the action to invite members.
- Select the partner users who should collaborate.
- Confirm that the users can participate in follow-up and conversion.
Lead flows
A partner can create a lead and submit it to the upstream enterprise, or the upstream enterprise can add a lead to the Partner Lead Pool for a partner to claim. Refer to the current page for the results of assignment, claiming, and reclamation.
Expected result
The follow-up details are saved, and invited users can participate in further follow-up and conversion.